Retention Advisor Jobs

Emporium Human Capital - Fourways (+1 location)

Telephonic reviews & assisting Advisors with general Client reviews internal & external if Updating schedules, FNAs prep, Identify Shortfalls & Opportunities, Astute downloads to Data Capturer client servicing... R15k - 22k per month

from: jobplacements.com (+1 source) - 7 days ago

Micah Govender Developments - Johannesburg

Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms Provision of office space and full infrastructure for financial advisors Access to...

from: jobplacements.com (+1 source) - 7 days ago

Sandton, Gauteng, South Africa

Ensuring that all Compliance documentation is loaded on X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing. Checking that the...

from: jobleads.co.za - 4 days ago

Micah Govender Developments - Durban

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices. Telephony services, i.e. internet, email, telephone, voice...

from: jobplacements.com (+1 source) - 10 days ago

Micah Govender Developments - Johannesburg (+1 location)

Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc. Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs...

from: jobplacements.com (+1 source) - 21 days ago

Johannesburg, Gauteng, South Africa

Joining Mimecast as a Manager, Customer Success means spearheading client relationships, driving revenue growth, and strategically aligning solutions, shaping our team's success. As you elevate our position...

from: jobleads.co.za - 18 days ago

Micah Govender Developments - Johannesburg

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices. Provision of office space and full infrastructure for financial... R16000 + Commission

from: jobplacements.com (+1 source) - 25 days ago

Micah Govender Developments - Durban

Company is looking for experienced life and investment financial advisors to be based in Durban. ü Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite...

from: jobplacements.com - More than 30 days ago

Nedbank - Cape Town, ZA (+1 location)

Responsibilities include management of policy renewals, retention, policy amendments, client queries, verification of client data. Assisting Risk Advisor in obtaining quotations, onboarding of clients...

from: Nedbank (+1 source) - 18 days ago

Micah Govender Developments - Durban (+1 location)

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal. Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs...

from: jobplacements.com - More than 30 days ago