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Liberty Financial Adviser Jobs in North Johannesburg

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Financial Advisor Long Term Insurance/life

Midrand  12000 Monthly

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  • Conduct Financial Needs Analysis: Perform comprehensive financial needs assessments providing tailored financial advice to meet both immediate and long-term financial goals.
  • Sales various customer representatives to identify their financial needs, engage internal specialists for complex Propositions Selling: Recommend suitable financial products and services based on customer needs advanced features of financial products and services, ensuring alignment with their financial objectives and


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Internal Advisor / Account Executive Salary Commission

 The Legends AgencySandton

Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to to the Clients on existing Discovery business to advise correctly without any duplication. Always maintain done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business


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Internal Account Executive Sandton

 The Legends AgencySandton

Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to to the Clients on existing Discovery business to advise correctly without any duplication. Always maintain done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business


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Used Car Manager

Sandton

Car Auction Sales

  • Develop financial offers with Financial Services for demos and other used cars
  • Engage with Financial Services to steer/ manage residual values for financial services products for the GFV remarketing process together with Financial Services.
  • Planning and implementation
  • Computing skills
  • Understanding of financial principles and business management.
  • Product


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  • Used Car Manager Sandton

     Staff SolutionsSandton

    Develop financial offers with Financial Services for demos and other used cars. Engage with Financial Services Services to steer/ manage residual values for financial services products. Responsible for the GFV remarketing remarketing process together with Financial Services. Planning and implementation of Dealer Used Car sales Analytical skills. Computing skills Understanding of financial principles and business management. Product and


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    Audi Used Car Manager

     Abantu Staffing SolutionsSandton

    Analytical skills Computing skills Understanding of financial principles and business management Product and used car auction sales Develop financial offers together with Audi Financial Services for demos and other Engage with Audi Financial Services to steer/ manage Audi residual values for financial services products the GFV remarketing process together with Audi Financial Services Planning and implementation of dealer


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    Used Car Manager Sandton, South Africa

     Abantu Staffing SolutionsSandton

    Analytical skills Computing skills Understanding of financial principles and business management Product and used car auction sales Develop financial offers together with Audi Financial Services for demos and other Engage with Audi Financial Services to steer/ manage Audi residual values for financial services products the GFV remarketing process together with Audi Financial Services Planning and implementation of dealer


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    Audi Used Car Manager

    Sandton

    Auction Sales

  • Develop financial offers together with Audi Financial Services for demos and other cars
  • Engage with Audi Financial Services to steer/ manage Audi residual values for financial services produ the GFV remarketing process together with Audi Financial Services
  • Planning and implementation of
  • Computing skills
  • Understanding of financial principles and business management.
  • Product


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  • Senior Broker Assistant Sandton

     The Legends AgencySandton

    Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently


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    Senior Broker Assistant Salary Commission

     The Legends AgencySandton

    Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently


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