Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
Town is currently looking to employ a Financial Advisor (Risk Products) . To provide and implement advice clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place and the outcome
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business
employ Paraplanner | Senior Assistant to Financial Advisors based in Bellville (Cape Town). Suitably qualified in preparing and presenting client proposals to Advisors & Wealth Managers as part of new business