Description:
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Requirements:
- Sales: 2 to 3 years
- Grade 12 (Matric) certificate
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (own Laptop)
- Excellent communication skills (written and verbal)
- Own network
- Grade 12 (Matric) certificate
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (own Laptop)
- Excellent communication skills (written and verbal)
- Own network
01 May 2024;
from:
careers24.com