purpose : to closely collaborate with Companies Financial Planners' management and staff, ensuring excellent communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system – currently
agricultural experience to manage all aspects of the financial and Human resource departments of the business budgets: Draft, control and manage Forex control Financial Reports Debtors control Creditors control Revenue Recognition VAT Human Resources Develop and implement financial strategy Travel requirements, locally and abroad
selling techniques, either switches them from other financial institutions or to offer them a new home finance House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix Identify the financial problems / challenges faced by the potential client Admin Minimum of 3 years in sales (currently). Financial services industry will be an advantage. Excellent
leading agribusiness, seeks Financial Advisors to provide holistic financial planning and advice to clients in line with their goals and aspirations. The financial planner will be required to source clients, exercise Responsibilities Conduct thorough financial analyses of clients' current financial situations, including income and investment portfolios. Develop personalized financial plans based on clients' goals, risk tolerance and estate planning. Regularly monitor clients' financial plans and investment portfolios to ensure they
Finance Sales Consultant (Financial Services) Location: Polokwane, Limpopo A large financial services group Property Finance Sales Consultant . As an experienced Property Finance Sales Consultant, one will be responsible techniques , either switch clients from other financial institutions or to offer them a new home finance Minimum of 3 years of current (external / hunting) Financial Sales / Home loan sales / Property Sales experience leagues / rankings; records, and achievements). Financial services industry experience . Experience with
Business Development Consultant (JB4491) Limpopo R20 000 - R25 000 basic per month plus commission Permanent is looking for a dynamic business development consultant to drive revenue growth, expand their customer Fields can be viewed on our website. Kontak Recruitment Disclaimer: Equal opportunity : All backgrounds No direct link: Advert is not tied to Kontak Recruitment. We assist in the employment process ONLY. Applicant confirmation is received, you must verify with Kontak Recruitment. Develop strategic sales plans with sales leadership
The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75 - 100% share of commission when meeting Certificate (Matric / Grade 12/ NQF 4) 18 months' financial industry experience. Regulatory Examination/RE5
The Role The Financial Adviser is responsible for the selling of short-term personal insurance products
unsuccessful) Martie Kruger Recruitment Consultant The Talent Sourcing Consultancy (Pty) Ltd Office: 021 975