closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business preparation, assisting with scenario planning (if competent), assisting with client reviews, assisting with records days prior to client engagement. Complete client Personal Goal Plans (PGPs) with the draft record of Advice assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning
usability). Personal and Company Development • Set goals for the year and ensure that personal training and analysing data. • Self - motivated to ensure personal and professional improvement. • Action orientated
stage? This is for you if you are: - A people's person - Willing to cold call and learn phone persuasion
opportunities for your pipeline and achieve your personal activity goals daily. ● Follow-up and engage with results. ● Develop new sales strategies based on personal successes and failures. ● Work closely with Account
Our client is looking for a personable and hard-working individual to join their sales team. Working consistently with leads using various mediums • Personable, engaging and professional • Driven to succeed
Our client is looking for a personable and hard-working individual to join their sales team. Working consistently with leads using various mediums • Personable, engaging and professional • Driven to succeed
clients. We are looking for a solutions-driven person with B-BBEE Consulting and HR Consulting experience
communications skills Best suited to a friendly, organised person who works accurately and is able to handle pressure
communications skills Best suited to a friendly, organised person who works accurately and is able to handle pressure
need a hunter, a rapid thinker and Self-motivated person with a results-driven approach. We're moving fast