Duties:
Follow all the steps of financial planning in the sales process
Generate leads
(NQF4)
Minimum of 2 years experience in the financial industry
RE5
Applicable Class of Business
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C
We're seeking talented Sales through service Financial wellbing Agents with a passion for helping Australians combines your communication skills with your financial service expertise to make a real difference. You new services being delivered by a well -known financial service organisation-got what it takes? Apply new services being delivered by a well-known financial services organisation and will form part of the to receive more specialist support focused on financial health budgeting. In this fast-paced and dynamic
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
Sales Consultant (Financial Services) Location: Durban, KwaZulu-Natal A large financial services group is techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
We're seeking talented Sales through service Financial wellbing Agents with a passion for helping Australians combines your communication skills with your financial service expertise to make a real difference. You new services being delivered by a well -known financial service organisation-got what it takes? Apply new services being delivered by a well-known financial services organisation and will form part of the to receive more specialist support focused on financial health budgeting. In this fast-paced and dynamic