Interpersonal skills An establishment of client network Tenacity Effective planning, organizing and time
exceptional service, regular communication, and being accessible to address their financial concerns. • Market planning strategies. • Networking and Business Development: Build and expanding a network of potential clients Examination 5 for representatives CERTIFIED FINANCIAL PLANNER® Professional will be added advantage Negotiable
A financial services organisation seeks to employ Finacial Advisors that are serious about wealth creation and protections for their clients and themselves. Its professionals are fully accredited and equipped with the knowledge to guide you towards making informed decisions, continuously staying upd
cross-selling and upselling financial services
Professionals. This is a full-time role for a Financial Planner/Advisor at IWCP : Insurance & Wealth Creation Exceptional interpersonal skills An established client network Tenacity and effective planning, organizing, and
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
A new vacancy exists within one of our client's Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support for the Financial/Investment Advisors within the team, and includes handling of all follow-up correspondence with clients, beneficiaries and th
exceptional service, regular communication, and being accessible to address their financial concerns. • Market planning strategies. • Networking and Business Development: Build and expanding a network of potential clients Examination 5 for representatives CERTIFIED FINANCIAL PLANNER® Professional will be added advantage Negotiable
you have what it takes to succeed? As a Wealth Planner / Financial Advisor with Liberty, you'll have the achieve financial goals. To have the ability to network and prospect for new clients. Set up appointments sales environment and writing business Strong networking, communication and social skills are essential
referrals, networking, and social media Seek out new clients and develop clientele by networking to find and Competencies Strong work ethic Excellent networking and communication skills Service-oriented and business acumen Proficient numeracy skills Ability to network, prospect and build relationships Good organisational earnings Recognition based on production levels Access to Liberty Product Specialists A bespoke EQ-FIN understanding of the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals