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28.04.2024
Paraplanner | Pretoria
Pretoria
... company standard documents, policies and procedures. Prepare statement of advice documentation as required. Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... company standard documents, policies and procedures.Prepare statement of advice documentation as required.Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. ...
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The Recruitment Council
26.04.2024
Broker Consultant | Pretoria
Pretoria
... Accredited Equivalent (Essential); BCom or similar qualification(Advantageous)General Experience3-4 years experience in sales and distribution in long-term insurance (Essential);Experience in marketing or sales in banking / financial / insurance / businessservices (Advantageous)#J-18808-Ljbffr ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... insurance and investment products Thorough understanding and knowledge of global economy, financial and investment markets Knowledge on investment and financial planning Have good technical knowledge on related subjects such as Tax, estate planning, retirement planning and Forex, interest rates ...
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The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... insurance Knowledge of COID advantageous Ability to interact at a C suite level Knowledge of business policies, processes and procedures, legal compliance Highly developed, demonstrated Sales Skills Proven track record of sales experience in a Business-to-Business employee benefit product ...
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The Recruitment Council
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