Financial Brokerage providing exceptional and unique services to professionals in the market for over 30 years relationships and professional service. What You'll Do: Client Management : Work with a company book of advice, and offer tailored financial products and services. Client Acquisition : Prospect and obtain new estate planning, and tax optimization. Risk Management : Assess clients' risk tolerance and recommend financial services. Maintain accurate records and documentation. Prepare regular reports for management and
Brokerage, our client provides exceptional and unique services to professionals within the market. Their success been built on the relationships and professional service it has provided it's clients for over 30 years extensive book
Provide financial products and services in a professional manner, building rapport and risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk opportunities for cross-selling and upselling financial services Network with professionals, attend industry events
ongoing customer interaction and relationship management. Advisers must have life insurance industry ENVIRONMENT, with Franchise Principles creating unique advisor propositions.
Min role requirements
experience with stone and pome fruit
experience with stone and pome fruit Business management and marketing experience is preferred Must be needs and suggesting appropriate products and services. Conducting market analysis and trend identification
Minimum requirements:
Job Description: Role: Customer Service Advisor Role Objective As a member of a highly skilled and motivated needs, whilst delivering a market leading customer service/experience to increase the profitability of the fairly and ensuring continuous delivery of customer service excellence. In this role you will be responsible interactions with our customers by resolving product or service problems by clarifying the customer's complaint; customer support, and offering new products and services where relevant to our customers. Professional
Job Description: Role: Customer Advisor Role Objective As a member of a highly skilled and motivated needs, whilst delivering a market leading customer service/experience to increase the profitability of the fairly and ensuring continuous delivery of customer service excellence. In this role you will be responsible interactions with our customers by resolving product or service problems by clarifying the customer's complaint; customer support, and offering new products and services where relevant to our customers. Professional
legal, compliance and risk management responsibilities of the Property Management Company, in respect of the management of the retail, commercial and industrial building portfolios under its management. This Centre (FIC) Act, and executing the Company's risk management and compliance programme (RMCP) in seeing to oversight, and review of the Company policies Risk management: Risk mitigation via applicable insurance products; place and signed, as well as ensuring that all management meeting agenda and minutes are drafted, circulated
Your role is to deliver professional services to our clients, improving their BBBEE experience and adding hand. Solutions driven individual. The post Legal Advisor appeared first on freerecruit.co.za .