Johannesburg, Gauteng, South Africa
... •FINWISE •Excalibur CERTIFICATIONS Financial Advisor and Intermediate Service, National credit Act and Sales Development Program Kealeboga Selete I consider myself to be very ambitious and energetic person, who strives for excellence in all I do. ...
- Mar 04
Boksburg, Gauteng, South Africa
... Work experience Sanlam Sky Financial Advisor 2016-2017 Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client’s overall financial picture, ...
- Feb 26
Johannesburg, Gauteng, South Africa
... as a Jnr Service Advisor/ Bookings clerk and customer service officer to assist the advisors As per department requirements. ... – Mar 2011) Occupation Receptionist and Assistant to the Financial Manager Duties: Reception and general reception duties ...
- Feb 21
Pretoria, Gauteng, South Africa
... Filing 01/2022 - 11/2022 Libe y Financial Advisor Selling funeral cover, opening life cover, investments 07/2014 - 10/2021 Anders incorporated Attorneys Admin/Receptionist/Debt Collector Receiving incoming calls and taking messages. Transferring ...
- Feb 13
Ficksburg, Free State, South Africa
... Company Files,Maintaining Good Interpersonal Relationship with Clients,Identifying Potential Client and Client Retention Financial Advisor • Old Mutual (01/11/2011 To 31/03/2016) Sales,Prospecting and Identifying Potential Clients,Weekly and Monthly ...
- Feb 13
Johannesburg, Gauteng, South Africa
... • Support Advisor practices in relation to any Hollard Life Solutions initiatives and actively promote the features and ... • Source leads to team Reason for leaving: Company is not financial stable and I am seeking stability Name of company: ...
- Feb 08
Randburg, Gauteng, South Africa
... KESHO Online program 2023 A Xero advisor certificate is an accounting software short course that offers training for advisors with the aim of teaching them how to provide services to clients, Account Reconciliation and Financial Reporting. ...
- Feb 02
East London, Eastern Cape, South Africa
... FINANCIAL MANAGEMENT – (NQF 5 Wealth Management)2015 3. (CODE 10) Drivers License Manhettans Legacy (Old Mutual Accredited Franchise) Position: Financial Advisor Duties: Rendering Long & Short Term Financial Services (Investment Planning, Retirement ...
- Jan 27
Malmesbury, Western Cape, South Africa
... Financial Advisor/Sales Manager at Sanlam Sept 2016 – May 2019 Insurance sales. Client retention and services. Marketing to new and ex- isting clients. Administration. Meeting deadlines and sales targets. Recruiting new financial advisors. Training ...
- Jan 15
Johannesburg, Gauteng, South Africa
... Name of company Sanlam sky Position Financial advisor Duration 2005-2010 Company Name Standard bank (quest) Position Teller/consultant position Name of company Position Name of company Position Name if company Pisition Duration Call centre agent and ...
- Jan 05