and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
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
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
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
Client in the financial services sector requires a results driven Sales Executive with strong sales hunting quarterly / annual new business targets Use the CRM systems to track leads / interactions / progress / sales monthly visits to existing clients Keep customer informed of new products and services Collaborate with
Understand how distributors are working: distribution system, organization, stock management, cash flow management good general business analytic skills (basic financial, performance analysis & follow-up of KPIs) Understand how distributors are working: distribution system, organization, stock management, cash flow management
Understand how distributors are working: distribution system, organization, stock management, cash flow management good general business analytic skills (basic financial, performance analysis & follow-up of KPIs) Understand how distributors are working: distribution system, organization, stock management, cash flow management
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios
Accurate capturing of ALL the order information on the Sage system, these include the correct customer