needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language Acquire short term insurance leads from the company's financial planning partners. On receipt of the client relationships. Support and contribute to company initiatives to communicate to, educate and engage
needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language Acquire short term insurance leads from the company's financial planning partners. On receipt of the client relationships. Support and contribute to company initiatives to communicate to, educate and engage
Financial analysis. Process improvement. Ensure company compliance with IFRS. Ad hoc projects as assigned
Financial analysis. Process improvement. Ensure company compliance with IFRS. Ad hoc projects as assigned
financial products and services offered by our company. Experience in preparing and presenting client
financial products and services offered by our company. Experience in preparing and presenting client
and CRMs initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages all aspects