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 professional accreditation. For new to the industry advisers, we do offer a monthly stipend, terms and conditions
MAKE 2024 YOUR YEAR OF SUCCESS At Liberty we're More Than Insurance. We are not afraid to step outside our Advisers provide sound professional advice helping their customers pursue their financial goals the customer's unique financial situation. Through training we coach our Advisers to provide value to the pioneer new ways to guide people towards financial freedom. Liberty is not just our name. It's what we do premises Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
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 professional accreditation. For new to the industry advisers, we do offer a monthly stipend, terms and conditions
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
Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan for want by developing financial strategies that create wealth and reduce debt. Liberty is not just our name solutions to clients based on their financial situation Financial needs analysis Relationship building building Build a professional practice under the Liberty brand Provide solutions for clients Qualifications:
Excellent opportunity for a highly experienced INSURE ADVISER / SALES CONSULTANT: COMMERCIAL & PERSONAL LINES clients Follow up on leads Building a client base Advising clients on their short-term insurance needs Handling
Its more than a career. It's a way of life. Financial Advisers are there to help their clients plan for want by developing financial strategies that create wealth and reduce debt. Liberty is not just our name solutions to clients based on their financial situation Financial needs analysis Relationship building building Build a professional practice under the Liberty brand Provide solutions for clients Qualifications:
Finance/Insurance Industry is seeking a competent Financial advisor to join their team in Durban, Hillcrest Position is Remote. Duties: Follow all the steps of financial planning in the sales process Generate leads, Certificate (NQF4) Minimum of 2 years experience in the financial industry RE5 Applicable Class of Business modules/CPD
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