Adviser: Virtual II - Johannesburg, Gauteng

Only for registered members Johannesburg, Gauteng, South Africa

4 weeks ago

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+Job summary
Provide holistic financial planning solutions telephonically for clients through regular reviewing the client's portfolio in order to build a sustainable Virtual advisory practice.

  • Establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents).
  • Telephonically meet sales and/or growth targets.

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