Klerksdorp, North West, South Africa
... 1990-1993 Old Mutual Orkney Branch Financial Advisor Providing financial advice Tailoring client financial portfolio Achievements Increased sales/clientele and client base Received productivity award 1983-1990 United Passenger Transport Holdings ...
- 2023 Nov 01
Johannesburg, Gauteng, South Africa
... Qualify and score the viability of an interested lead for the sales team Data analysis 2019 - 2020 Safrican Financial Advisor Cold calling and emailing clients to offer financial advice. Conduct financial needs analysis and record of understandin. ...
- 2023 Oct 29
Kokstad, KwaZulu-Natal, South Africa
... Procurement Perpetual Stock Take Order numbers Stock control Issuing of parts Available upon request Liberty Job title Financial advisor Department Finance Duties Cold calls Admin Liaise with clients Duration March 2021 – November 2021 Vasco Project ...
- 2023 Oct 18
Johannesburg, Gauteng, South Africa
... Reason for leaving- Internship ended Liberty Life – Financial Advisor 01-11-2018 - 07-01-2019 • Analyse client’s financial situation for example the income, liabilities and expenses. • Networking and prospecting in order to get new clients. • Set up ...
- 2023 Oct 17
Thohoyandou, Limpopo, South Africa
... Beauty diploma Almay, Revlon & Yardley Mohlakaneng High School Grade12 Graduated: 2010 Currently studying financial accounting Ponds beauty advisor Skin analysis 2013 Clicks pharmacies beauty advise & cashier 2014 Makro Cashier 2016 ARTHUR FORD ...
- 2023 Oct 14
Johannesburg, Gauteng, South Africa
... how they will settle debts Position Financial Advisor Company Discovery (August 2017 – August 2019) Duration 03/01/2023-date Duties: •Customer service •Contact clients periodically to determine if there have been changes in their financial status. ...
- 2023 Oct 12
Potchefstroom, North West, South Africa
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- 2023 Sep 18
South Africa
... alignment and understand customer expectations/challenges Conduct regular visits with allocated Branches/Enterprises to establish and discuss learning needs, appropriate solutions, Financial Advisor/Broker Consultant development, path progress etc. ...
- 2023 Sep 08
Durban, KwaZulu-Natal, South Africa
... KZN LEARNING CENTRE Educational Advisor, January 2020 – March 2020 Duties: ●Marketing & PR (Involving in- school ... ●Managerial duties including training staff, financial administration. Marketing & PR. ●Ensuring the overall smooth running ...
- 2023 Aug 26
Brakpan, Gauteng, South Africa
... Metropolitan life Financial sales advisor Contacting potential clients. Advising client regarding different products. Capturing clients information. Responding to mails and queries. Doing quotation for clients. Clientele life Sales consultant ...
- 2023 Aug 23