closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning
Our client is looking for a personable and hard-working individual to join their sales team. Working accordance with meeting targets QUALIFICATIONS AND EXPERIENCE • Good High School results with passes for all advantageous • Cold-calling, sales experience or general work experience beneficial SKILL SET AND DESIRED consistently with leads using various mediums • Personable, engaging and professional • Driven to succeed
Diploma or Bachelor's degree Experience: minimum of 2 years sales experience Duties and responsibilities communications skills Best suited to a friendly, organised person who works accurately and is able to handle pressure
ingeniously digitalising and guiding customer experiences through conversational AI solutions. Launched need a hunter, a rapid thinker and Self-motivated person with a results-driven approach. We're moving fast building the pricing models REQUIRED SKILLS AND EXPERIENCE Fantastic communication and people skills Ability complex projects and clients Minimum 7 years experience in a sales role Proven track record of success Google Sheets proficiency Experience in a Fintech would be beneficial Experience or a good understanding
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on to maintain confidentiality Qualifications and Experience Post Grade 12 / tertiary qualification in a related related field advantageous 2-3 year's experience in an Operations and Client Services (or similar pressurized)
interacting daily with Financial Planning Partners, Assistants, Finance and the MIS Team amongst others. Responsibilities: process Investec CCM withdrawals for clients daily Assist with the opening of new Investec CCM accounts in Engagement with Financial Planning Partners and their Assistants Interaction with individuals at the Centre on to maintain confidentiality Qualifications and Experience Post Grade 12 / tertiary qualification in a related related field advantageous 2-3 year's experience in an Operations and Client Services (or similar pressurized)
client is looking for a financial accountant to assist their clients in unlocking and maximising the value Operational level completed; • Minimum of 1 year work experience in a finance, bookkeeping or similar field; •
position: 2 years of proven experience in SDR/BDR or B2B sales experience within a SaaS or Tech environment Information Science or Business Degree essential. Experience with sales technology stacks and proficiency
requirements. Competencies: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance (self-starter). Emotional resilience Qualifications and Experience: Appropriate tertiary qualification (bachelor's insurance categories. Fully computer literate, xPlan experience advantageous. See Description See Description
and sales techniques. Qualifications: Proven experience in a sales development or similar role, preferably priorities. Proficiency in using CRM software (experience with Microsoft Dynamics is a plus). A proactive