... customer representatives to identify their financial needs, engage internal specialists ... Propositions Selling: Recommend suitable financial products and services based on ... coaching to enhance capabilities in financial advising, particularly in insurance, ...
29 days ago
... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... for cross-selling and upselling financial services. Network with professionals, ...
30 days ago
... and coordinate appointments for the Financial Advisor with clients. Prepare and organize ... forms of communication for the Financial Advisor. Organize and maintain office supplies ... as needed to support the Financial Advisor. Requirements:Â Ability to take ...
5 days ago
... responsible for overseeing the companys financial management, planning, and reporting ... returns (ITR14). Prepare annual financial statements. Oversee the audit process ... Accounting Consultants Management of Business Advisors Public Liability Job Experience & ...
6 days ago