and autonomy. We are looking for Aspiring Financial Advisors driven by entrepreneurship, sales, building janine.wilkinsonliberty.co.za What does a Financial Advisor do? Sourcing and meeting potential clients
Description This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in with flexibility for some remote work. As a Financial Advisor, you will be responsible for conducting financial Do not have any previous experience as a Financial Advisor 100% commission based (uncapped) Petrol Vouchers
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth
and autonomy. We are looking for Aspiring Financial Advisors driven by entrepreneurship, sales, building janine.wilkinsonliberty.co.za What does a Financial Advisor do? Sourcing and meeting potential clients
Description This is a full-time hybrid role for a Financial Advisor / Financial Sales professional located in with flexibility for some remote work. As a Financial Advisor, you will be responsible for conducting financial Do not have any previous experience as a Financial Advisor 100% commission based (uncapped) Petrol Vouchers
REQUIREMENTS (KEY PERFORMANCE AREAS): Support the Financial Advisors/Investors and provide them with detailed department procedures and processes; Assist the Financial Advisors/Investors in resolving difficult queries; brokerage and or dealing with brokers with financial advisor experience. Experience in onboarding of clients/FSP's
REQUIREMENTS (KEY PERFORMANCE AREAS): Support the Financial Advisors/Investors and provide them with detailed department procedures and processes; Assist the Financial Advisors/Investors in resolving difficult queries; brokerage and or dealing with brokers with financial advisor experience. Experience in onboarding of clients/FSP's
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL