financial planning, Asset Management, and Short-Term Insurance is seeking Experienced Financial Advisors who investment advice to clients. Analyse financial Data. Insurance underwriting Identify new business. Investment Finance and wealth 3 - 5 years of experience in sales Valid driver's license and own Vehicle (Non-negotiable)
reports
Weekly Sales Report:
Sales Dept)
Insurance:
the BU/Plant capex reports Weekly Sales Report: Review weekly sales reports General: Participate and provide Calculate and propose price increases (per Customer for Sales Dept) Negotiate and agree price increases with major Control: Manage stock holdings Insurance: Prepare and submit Insurance Declarations File claims for losses credit risk of potential clients Manage Credit Risk (insure Debtors Book, etc.) Review tooling account Continuous
Weekly Sales Report:
accurate and complete for the month
Duties:
Sales procedure:
1.â â Receive order (get
to the relevant account
Our client, a leading national short term Insurance Company, is seeking an experienced Commercial Underwriter transactions assigned. Matric completed NQF 4/ 5 Insurance Qualification advantageous At least 4 years' recent terms is an advantage A strong commercial lines insurance and underwriting knowledge is needed Preference
Our client, a leading national short term Insurance Company, is seeking an experienced Commercial Underwriter transactions assigned. Matric completed NQF 4/ 5 Insurance Qualification advantageous At least 4 years' recent terms is an advantage A strong commercial lines insurance and underwriting knowledge is needed Preference
Calculate monthly commissions. Edit and export sales reports on Pastel. Generate statements and payment payment packs. Maintain company vehicles, e.g. insurance, services, fines, mileage, etc.