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The role at a glance is about championing our valued customers to achieve their life time goals by identifying their financial needs, providing sound financial advice,recommending and implementing “fit for purpose” financial plans and solutions. It entails generating leads through networking and relationship building,resulting in ongoing customer interaction and relationship management.
Benefits Include
KRA's
Planning andOrganizing
Job Requirements
A valid Driver’sLicense with your own vehicle or access to a vehicle
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