the movement of existing home loans from other financial institutions or offer tailor-made home finance open-ended questioning to understand clients' financial and emotional needs. • Pre-qualify clients by health reports and affordability. • Identify financial challenges and offer solutions. • Ensure proper pressurized sale environment. • Strong administrative skills • Marketing Preferred Experience: • Experience • Persuasiveness Technical Competencies: • Computer skills. • Planning • Performing under pressure. •
by connecting people with life solutions for financial freedom. We want to secure the future dreams, Specialists include the following: Access to trained and skilled administration staff in our Biz Hubs Ability to streams Modern, unique and fit for purpose free office space at convenient locations The freedom set your Specialist you will provide pro-active, on demand financial service and advice to clients within a specific to structure their wealth and ensure a secure financial future for them and their families. Maintain superior
by connecting people with life solutions for financial freedom. We want to secure the future dreams, Specialists include the following: Access to trained and skilled administration staff in our Biz Hubs Ability to streams Modern, unique and fit for purpose free office space at convenient locations The freedom set your Specialist you will provide pro-active, on demand financial service and advice to clients within a specific to structure their wealth and ensure a secure financial future for them and their families. Maintain superior
investors Hybrid model. Working from home and the office from time-time Virtual consultations is our primary position, you need: Relevant diploma/degree (financial qualification advantageous) Minimum 2 years of in a financial advisory role Fluent in English Reliable transport during working hours Home-office setup Excellent communication and interpersonal skills Computer literate (Excel, Word, G Suite, Zoom) Telephone
investors Hybrid model. Working from home and the office from time-time Virtual consultations is our primary position, you need: Relevant diploma/degree (financial qualification advantageous) Minimum 2 years of in a financial advisory role Fluent in English Reliable transport during working hours Home-office setup Excellent communication and interpersonal skills Computer literate (Excel, Word, G Suite, Zoom) Telephone
requirements. Handling of queries (operational, financial, or other). Client entertainment. Create awareness Keep abreast of industry changes, information, and skill requirements. Any other delegated tasks deemed as language skills. Ability to effectively negotiate. Ability to read and interpret financial information information, including budgets, financial statements, and P&L data. Full computer literacy. Ability to create
customer opportunities and support the sales and financial team. - Product and industry training will be administrative, organizational and computer skills - Professional communication skills, English and Afrikaans -
customer opportunities and support the sales and financial team. - Product and industry training will be administrative, organizational and computer skills - Professional communication skills, English and Afrikaans -
Manage client relationship. . Monthly billing and financial reporting. General administrative duties. Represent administrative skills with high attention to detail Strong new business development skills Computer Skills MS Office
Ensure all Hire Agreements are signed and the office order is received Ensure that the money is banked travel and flexibility to work outside of standard office hours Standby on weekends Support other role functions orientated Above average computer proficiency Financial Acumen Negotiation skills Cold calling