Ourorganization is involved in the marketing of financial products and services of a leading blue-chip company Recognition structures in the industry - Provide financial advice to clients - Stay abreast of industry related Vehicle and valid driver's license Experience in financial services will be an advantage Credit and criminal
exists for individuals with a passion for the financial services industry and who aspire to be leaders profession. As a financial adviser, you will: -Assist clients needs by conducting an in-depth financial needs analysis solutions to meet with clients' financial needs -Offer the best financial advice to your clients regarding from current clients -Ability to participate in financial related sales meetings The role is commission
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
holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term and life plans. We bring customer focused innovation and service excellence to the financial services limits. Description The Financial Advisor will be responsible for conducting financial needs analysis for Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers objectives. Develop and implement a customer contact plan to communicate product launches. Create and ensure
holding company of some of South Africa's leading financial service providers. Our portfolio includes short-term and life plans. We bring customer focused innovation and service excellence to the financial services limits. Description The Financial Advisor will be responsible for conducting financial needs analysis for Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers objectives. Develop and implement a customer contact plan to communicate product launches. Create and ensure
Old Mutual. As a Direct Sales Financial Advisor within Direct Financial Advice , you have the opportunity opportunity to work within a financial sales outbound contact center where you will receive qualified leads assist you in building a successful career as a Financial Adviser. At a glance is about championing our with changing business operational requirements Financial Advice Effectively handles all client queries
To manage the sales support team in the planning, execution, coordination, and quality assurance of all the CSC (Client Service Centre) budget for the Financial year, Identifying operating efficiencies and other of the CSC. Succession, Development and retention plan for the team. Make clear progress in building and · Grade 12 · Certificate in Financial Markets or BCom Degree (Financial Markets preferrable) Experience experience in a team lead role · Experience in the Financial industry
To manage the sales support team in the planning, execution, coordination, and quality assurance of all the CSC (Client Service Centre) budget for the Financial year, Identifying operating efficiencies and other of the CSC. Succession, Development and retention plan for the team. Make clear progress in building and · Grade 12 · Certificate in Financial Markets or BCom Degree (Financial Markets preferrable) Experience experience in a team lead role · Experience in the Financial industry
a suitable business management qualifications, honours level (mandatory) 7.Business coaching certification business strategies, business operational plans, funding plans for start-up/ existing businesses 10.Be
ZAR25000 - ZAR35000 Per month
The Area Sales Manager will be complaintsRequired Qualifications: