Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile, Replacement Comparisons X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business
expenses, and ensure financial targets are met.
Monitor financial performance, including
Implement cost-control measures and ensure financial targets set by Group are met.
Track compliance and risk management.
Market research and analysis.
Financial acumen regulatory environment.
Proficiency in financial management and budgeting.
Experience
calculated risks to pursue business opportunities for revenue growth and increased financial profitability profitability. Recognizes and manages the costs, risks and benefits associated with decisions. Compares and contrasts development. Draws appropriate conclusions from financial reports and analyses. Coaching & Development
calculated risks to pursue business opportunities for revenue growth and increased financial profitability profitability. Recognizes and manages the costs, risks and benefits associated with decisions. Compares and contrasts development. Draws appropriate conclusions from financial reports and analyses. Coaching & Development
Outsourcing opportunities and direct marketing in the financial services sector. Develop, implement and evaluate business opportunities / grow market share and minimise risk. Identify potential new target markets (quantify business environment for any potential business risks or opportunities that may affect the business teams' within Business Process Outsourcing and Insurance/ Financial Services industries. Proven Direct Marketing / Outsourcing opportunities and direct marketing in the financial services sector. Develop, implement and evaluate
Outsourcing opportunities and direct marketing in the financial services sector. Develop, implement and evaluate business opportunities / grow market share and minimise risk. Identify potential new target markets (quantify business environment for any potential business risks or opportunities that may affect the business teams' within Business Process Outsourcing and Insurance/ Financial Services industries. Proven Direct Marketing / Outsourcing opportunities and direct marketing in the financial services sector. Develop, implement and evaluate
Negotiate the contract terms and conditions to reduce risk as well as maximize profitability.
- Manage of legal terms / risk assessment, performance & other guarantees, and overall risk management.
Johannesburg (Gauteng) . To Sell a range of insurance, financial or other products to potential customers Making clients. Following the sales script 100%. Ensuring no risk or fraudulent sales are made. Treating the customer
Johannesburg (Gauteng) . To Sell a range of insurance, financial or other products to potential customers Making clients. Following the sales script 100%. Ensuring no risk or fraudulent sales are made. Treating the customer
Quality and Compliance processes to minimize business risk.