Reconciliations of cashbooks ● Balance counter sales invoices and payments daily ● Compiling forms and
recons and creditors duties Back-up for internal sales (as and when required) General admin duties 2 years
Responsibilities - Maintain sales personnel and oversee rep software pertaining all sales and activities General
Responsibilities - Maintain sales personnel and oversee rep software pertaining all sales and activities General
service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection
in training program (articles) and any ad hoc consulting requirements by clients. Prospective partner
information contact:
Camryn Mearns
Specialist Consultant: Finance
clients: – Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients
information contact: Camryn Mearns Specialist Consultant: Finance cmearnsnetworkfinance.co.za