within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
within the "investments and financial services industry" requires a Risk Consultant for the KZN branch. This Gillitts. Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Preference will opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
"insurance / investments and financial services industry" requires a Risk Consultant for the Western Cape branch years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
"insurance / investments and financial services industry" requires a Risk Consultant for the Western Cape branch years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor etc. Life insurance opportunities within the client bases of their panel of financial planning partner's practice Prepare comprehensive short term insurance leads from the company's financial planning partners On receipt of the client's consent
JHB001045-VM-1 Leading organisation within the "financial services and wealth management industry" requires of necessary paperwork Minute-taking during consultations/meetings Prepare for the Company at CCMA HR successful implementation Ongoing engagement with Old Mutual business partners to ensure alignment with key
JHB001045-VM-1 Leading organisation within the "financial services and wealth management industry" requires of necessary paperwork Minute-taking during consultations/meetings Prepare for the Company at CCMA HR successful implementation Ongoing engagement with Old Mutual business partners to ensure alignment with key
business performance targets are met for all Sales Consultants. Involvement with establishment and execution Management of Sales Consultants regionally Co-travelling with sales consultants Monitoring of call planners Managing of sales expenses Ensure that all Sales consultants operate in a structured approach to their sales sales activities Ensure that Sale Consultant are Facilitating workshops and customer training Planning Planning of training requirements for the sales consultants Maintain Area customer data base Market intelligence
business performance targets are met for all Sales Consultants. Involvement with establishment and execution Management of Sales Consultants regionally Co-travelling with sales consultants Monitoring of call planners Managing of sales expenses Ensure that all Sales consultants operate in a structured approach to their sales sales activities Ensure that Sale Consultant are Facilitating workshops and customer training Planning Planning of training requirements for the sales consultants Maintain Area customer data base Market intelligence
organisation within the "insurance / investments and financial services industry" requires an experienced Paraplanner in the financial services industry Relevant tertiary education or courses Exposure to financial planning planning The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration required to collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising for preparing of client data, data integration, financial plan preparation, assisting with scenario planning
organisation within the "insurance / investments and financial services industry" requires an experienced Paraplanner in the financial services industry Relevant tertiary education or courses Exposure to financial planning planning The Paraplanner supports the Financial Planner in the data fulfilment and preparation of administration required to collaborate very closely with the Financial Planner and Personal Assistant, as well as liaising for preparing of client data, data integration, financial plan preparation, assisting with scenario planning