Financial Consultant
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- Company Milton Resourcing - View more jobs
- LocationCenturion
- Job TypePermanent
The purpose of this role is to attract, acquire, and retain clients by designing and delivering a risk insurance solution which services their financial wellness. […]
3 year diploma or degree in Financial Planning, Business, Finance or Economics - minimum NQF level 5 (required) […]
Engage with prospective clients in order to highlight the features and benefits of risk products based on their chosen life insurance product quote. […]
Conduct client finacial needs analysis in order to create a customized life insurance solution to achieve clients' financial goals. […]
Adhere to compliance requirements...
10 days ago from: executiveplacements.com
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