Financial advice Insurance relating to funeral products House plans MIn 1 Year Sales Insurance Experience 1 Year
prospects are handed over properly to the Compliance Department Follow up on all quotations within 24 hours of with required documentation to the Compliance Department Ensure that all quotes are vetted by the General checklists submitted with contracts to the Admin Department Send all signed wage schedules to the book keeper negative to the Operations Manager and Compliance Department Ensure that all daily reports are submitted as
building skills This role calls for formal, ongoing in-house training through our best of the breed Academy,
building skills This role calls for formal, ongoing in-house training through our best of the breed Academy,
defining financial objectives Manages and supervises department employees, responsible for day to day supervision all departments to perform at peak performance Weekly Operational meetings with all departments (Sales Employment Equity with the assistance of the HR Department. Develop, maintain and optimize staff performance path reasons, multi skilling of employees and in-house promotion and training, as per management discretion
understanding and decision-making in the Sales department by collecting, analysing, and reporting data Operational Processes: Communicating with business department to provide feedback on sale related requests
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial
activities (8) SAPTG letters (9) Flyers (10) Open House Days 2. Identify needs Identify the primary financial
activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the primary financial