detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios
helping individuals and families secure their financial future? Do you have a knack for understanding insurance solutions specializing in long-term financial planning. We pride ourselves on delivering personalized needs assessments to understand their long-term financial goals and aspirations. Recommend suitable long-term
telephonically where necessary • Conduct a professional financial needs analysis to make a needs based analysis requirements set out by Line Manager for all financial products • May prepare weekly, monthly and quarterly Qualification - FSCA alligned Minimum Experience 2 years financial sales and client service experience Within DOFA
telephonically where necessary • Conduct a professional financial needs analysis to make a needs based analysis requirements set out by Line Manager for all financial products • May prepare weekly, monthly and quarterly Qualification - FSCA alligned Minimum Experience 2 years financial sales and client service experience Within DOFA
Purpose: A financial services company that deals with funding SME's is seeking a Sales Executive who value proposition appropriately Screen merchant's financial viability, manage expectations, obtain credit relevant work experience in a sales environment Financial and Merchant service experience (advantageous)
Purpose: A financial services company that deals with funding SME's is seeking a Sales Executive who value proposition appropriately Screen merchant's financial viability, manage expectations, obtain credit relevant work experience in a sales environment Financial and Merchant service experience (advantageous)
Western) Employer Description Our client is a Financial Services company. Job Description You will be
experience (business to business) to join reputable financial services company in KZN. MUST HAVE: Matric Own
experience (business to business) to join reputable financial services company in KZN. MUST HAVE: Matric Own
Bryanston Employer Description Our client is a Financial Services Company Job Description You will be responsible