marketing and client reporting solutions, empowering financial professionals to enhance investor engagement and Technical Sales, Fintech Industry, SaaS Platforms, Financial Services
combines your knack for sales with a passion for financial advisory? Look no further Our dynamic team is evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services firm committed committed to empowering individuals to secure their financial futures. With a track record of excellence and contribute to our nation's financial well-being. Full Training: No prior financial expertise? No problem We
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
and customer interactions. • Together with Financial Analyst establish a sales forecasting model to project qualifications related to financial services (desired) 6 years' experience in the financial field, with a focus manner Comprehensive, end-to-end understanding of financial services offerings, value propositions, operational
and customer interactions. • Together with Financial Analyst establish a sales forecasting model to project qualifications related to financial services (desired) 6 years' experience in the financial field, with a focus manner Comprehensive, end-to-end understanding of financial services offerings, value propositions, operational
Responsible for the tendering of large scale contracts (Municipal and Industrial) Presentation of Tenders Assist with the conversion of leads / sales into contracts Develop and maintain working relationships with over for extended periods as necessary. Strong Financial Accumen Sound understanding of Fundamental Contractual
Our client, a well-known Financial Services Organization, is looking to hire a Property Finance Consultant the movement of existing home loans from other financial institutions to SA Home Loans or offer tailor-made open-ended questioning to understand clients' financial and emotional needs Pre-qualify clients by assessing credit health reports and affordability Identify financial challenges and offer solutions Ensure proper records Performing under pressure Market orientated Accuracy Analysting and Forming Opinions: Being focused on examining
Our client, a well-known Financial Services Organization, is looking to hire a Property Finance Consultant the movement of existing home loans from other financial institutions to SA Home Loans or offer tailor-made open-ended questioning to understand clients' financial and emotional needs Pre-qualify clients by assessing credit health reports and affordability Identify financial challenges and offer solutions Ensure proper records Performing under pressure Market orientated Accuracy Analysting and Forming Opinions: Being focused on examining
position, you need: Relevant diploma/degree (financial qualification advantageous) Minimum 2 years of of property sales experience or in a financial advisory role Fluent in English Reliable transport during spreadsheets and other admin-related duties Preparing contracts, mandates FICA documentation and liaising with
position, you need: Relevant diploma/degree (financial qualification advantageous) Minimum 2 years of of property sales experience or in a financial advisory role Fluent in English Reliable transport during spreadsheets and other admin-related duties Preparing contracts, mandates FICA documentation and liaising with