Liberty Financial Planners are professionally trained to guide our clients through every step of their experienced planners as well as receive accredited training. You will balance new client development, sales growth and development. Complete required program training and assignments, obtain mandatory industry licenses comission Corporate benefits Professional accredited training and development
Client engagement. Assist the Senior Manager in training the trainees Planning and management of team's articles experience Should have a passion for training young accounting trainees Proven record of accomplishment
completeness of source point of sales documents
implementation of deliverables; development and delivery of training and workshop materials; maintenance of client department to operate efficiently.
Administrative Submit and pay CIPC annual duties Manage and train subordinates to meet Finance’s expectations Maintain
records for workflow management. Identify additional training needs for sales agents related to the Asset Life records for workflow management. Identify additional training needs for sales agents related to the Asset Life
records for workflow management. Identify additional training needs for sales agents related to the Asset Life records for workflow management. Identify additional training needs for sales agents related to the Asset Life
relevant class of business and product specific training. FAIS compliant (continuous professional development)
relevant class of business and product specific training. FAIS compliant (continuous professional development)
procedures