relevant, and aligned with departmental objectives. 4. Compliance and Regulatory Training: Educate collections QUALIFICATIONS ● NQF Level 4 – matriculation ● Accredited Trainer advantageous EXPERIENCE & KNOWLEDGE ● 3-4 years
references and print 2 copies of delivery note.
4.â â â scan and attach signed delivery note to
financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance hand held You are a self-starter, with high energy levels and passionate about making a difference Excellent Recognition, Rewards and incentives based on production levels Access to Liberty Product Specialists A bespoke
preparation of Integrated Wealth Plans (IWP) to a level where the Financial Planning Partner or Business competency of a Partner Assistant within the company. 4-5 years in the financial services industry. Relevant
sales targets Be able to communicate well on all levels Matric (essential), a degree will be preferable
sales targets Be able to communicate well on all levels Matric (essential), a degree will be preferable
top-notch coaching to take your career to the next level Competitive commission structure Recognition programs
top-notch coaching to take your career to the next level Competitive commission structure Recognition programs
a timely manner as outlined by company service level agreements.