What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
Business Description:
Personal Finance provides clients in the entry, middle in South Africa with a comprehensive range of financial service solutions to facilitate their long term looking for experienced life and investment financial advisors to be based in Gauteng.
Company
office space and full infrastructure for financial advisors
solutions that cover all your personal and business insurance and financial needs. Indwe Risk Services is of the Indwe family. We are looking for a Financial Advisor for our Johannesburg Office to provide rewarding Establish long-term relationships with clients Financial planning for clients Education Matric Wealth Management vehicle Exeprience Previous experience within the Financial Services Industry and/or sales environment will environment Sound knowledge and understanding of personal lines insurance FAIS requirements of a representative
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Opportunities Creation
Develop a personal network within the sales territory and represent
organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities.
financial needs analysis, client portfolio analysis and provide financial advice.
personal expertise to propose quantities and product configurations
/>Performance Management
Respond to personal objectives, take appropriate actions to ensure
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
provide transport at a later stage. The post Sales Person appeared first on freerecruit.co.za .