training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
training of and ongoing product support to Financial Advisors · Dealing with queries and providing information track record; Insurance qualifications (NQF5 Financial planning or Wealth Management); Business degree;
Financial Advisor Area: Randburg, Gauteng Salary: 1 st 2 months Basic salary R25 000 thereafter commission well-known Financial Service provider and they are looking to recruit Financial Advisors to provide businesses individuals with sound advice regarding their financial planning and investments. Duties: Meeting individually individually with clients to determine their financial objectives, risk tolerance, income, expenses and across a variety of financial products and services Assessing client's overall financial picture, understand
Opportunities Creation
Develop a personal network within the sales territory and represent
organization, and enhance its reputation. Identify Personal Lines and Business Insurance opportunities.
financial needs analysis, client portfolio analysis and provide financial advice.
personal expertise to propose quantities and product configurations
/>Performance Management
Respond to personal objectives, take appropriate actions to ensure
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward toward their long-term financial goals. You will need to have extensive Business Development skills, an attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism and a customer centric approach. An accredited financial adviser commands the respect and trust of those who are entrusting their and their families' financial futures to them. The role calls for a formal inhouse prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As an accredited financial adviser with Liberty, you will represent the ideals
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience Must
award winning, global financial services company that provides quality financial advice and wealth management towards implementing client-centric solutions. This financial services institution brings together the investment as well as your own. You will provide bespoke financial advice to local and international clientele. To qualification 2 years' experience in a financial advisory role Financial planning and sales experience An RE