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
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
Office (Excel / Word) Pastel training will be provided Caseware training will be provided Salary: R12000
queries
excellent opportunity to gain experience and receive training in a supportive environment.
Key They Offer:
them with queries Updating system training documents System training via zoom to ensure that customer
portfolio
Training Induction Program: Design and maintain the training induction program
meetings with the Analyst team leader to identify training Monitor the performance of existing loans in the maintain the training induction program Oversee the onboarding process Conduct follow-up training sessions
meetings with the Analyst team leader to identify training
meetings with the Analyst team leader to identify training Monitor the performance of existing loans in the maintain the training induction program Oversee the onboarding process Conduct follow-up training sessions