insolvent or provisionally insolvent. Excellent communication skills, verbal and written. Excellent negotiation requirements. Review clients cover according to internal business procedures, or if client circumstances tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the STI tele-advisor Support and contribute to company initiatives to communicate to, educate and engage clients in order to better
insolvent or provisionally insolvent. Excellent communication skills, verbal and written. Excellent negotiation requirements. Review clients cover according to internal business procedures, or if client circumstances tele-advisor for capture prior to the appointment. Communicate and receive confirmation from the STI tele-advisor Support and contribute to company initiatives to communicate to, educate and engage clients in order to better
Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client Distribute communication(s) to clients as stipulated in the client management plan. (Auto communication registration registration and health keeping). Distribute communication(s) to clients as requested by the Financial Planning
methodical individual. Good written and verbal communication skills. Ability to work under pressure, meet
methodical individual. Good written and verbal communication skills. Ability to work under pressure, meet