in South Africa with a comprehensive range of financial service solutions to facilitate their long term is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng of office space and full infrastructure for financial advisors
where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients Motivated self-starter with a drive to succeed. Financial services experience is a plus but not required
where your hard work translates directly into financial success? If so, we have the perfect opportunity a passionate individual to join our team as a Financial Planner. In this role, you'll have the freedom success and earnings while providing valuable financial guidance to our clients. The sky's the limit when clients. Assess clients' financial situations and goals. Develop customized financial plans to help clients Motivated self-starter with a drive to succeed. Financial services experience is a plus but not required
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
with private and business clients to provide financial planning advice and solutions - Advise clients
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess
Africa's leading insurance giants as a Senior Financial Planner. Business Development Monitor and assess
Role Purpose
Business Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by Momentum Insurance (MI). Business Development Consultan
proactive outreach and networking efforts. Tailoring financial solutions to meet the individual needs and goals Conducting comprehensive financial needs assessments to gain insight into clients' financial situations and objectives guidelines and standards. Delivering innovative financial strategies and solutions to clients, staying abreast
Business Development
Customer Relationship Development / Prospecting
Customer Needs Clarification
Sell Customer Propositions
Sales Opportunities Creation
Customer Relationship Management / Account Management
Customer Relationship Management (CRM) Data
Operational C