Motor Company Apprenticeships Or Learnerships Jobs in Durban
Paraplanner Westville
Catch Recruit
Westville
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness
share this job on whatsappRisk Consultant Durban NEW
Catch RecruitDurban
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
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