prospecting to establish and maintain long-term client relationships ( generate new business via various prospecting and referrals) Attend meetings with clients, both in-person and virtual Conduct detailed financial others Assist clients in achieving their financial goals and maintain and grow client portfolios Assist Assist with queries and complaints Do regular client reviews Remain accredited and up to date with relevant Sales Experience : Proven track record in sales and client relationship management Ability to work independently
financial planning advice to private and business clients by identifying their insurance, investment, risk prospecting to establish and maintain long-term client relationships Conduct detailed financial needs others Assist clients in achieving their financial goals and maintain and grow client portfolios Create Create and cultivate long-term client relationships and manage your professional practice Remain accredited
financial planning advice to private and business clients by identifying their insurance, investment, risk prospecting to establish and maintain long-term client relationships Conduct detailed financial needs others Assist clients in achieving their financial goals and maintain and grow client portfolios Create Create and cultivate long-term client relationships and manage your professional practice Remain accredited
deals , obtain prospective clients and maintain strong relationships with clients Matric (non Negotiable)
deals , obtain prospective clients and maintain strong relationships with clients Matric (non Negotiable)
deals , obtain prospective clients and maintain strong relationships with clients Matric (non Negotiable)
deals , obtain prospective clients and maintain strong relationships with clients Matric (non Negotiable)
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable)
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable)