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- ...Gather and analyse clients’ financial information, such as income, expenditure, assets, liabilities, insurance policies, and existing investments. Compile comprehensive files to ensure advisers are equipped with all necessary data before client meetings. Financial...
HR Genie
Bloemfontein, Free State13 days ago - ...passionate about making a difference in their clients' lives. Why This Opportunity Is Different: We're not just offering a position we're investing in your future by fully funding your journey to becoming a Certified Financial Planner (CFP)! This is your chance to earn while...
- ...Proactively engage with prospective residential and commercial clients. Educate customers on products benefits, savings, return on investment, and intelligent energy management. Generate leads, manage inquiries, and nurture relationships from first contact to...
- ...indicators (KPIs) within the designated region. Monitor performance against targets and take corrective action as needed. Controlling Expenses: Manage field operational expenses within budget, ensuring efficient resource allocation and maximizing return on investment....
- ...controlling pests, improving hygiene and improving interior spaces with plants and scenting. We are experts in the fields we operate in, investing in training, science, innovation and technology, and affording our employees Opportunities for Growth and Development Listening...
