family. We are looking for an Insurance Advisor: Sales and service for our Cape Town Office to increase
essential Min. 2 years proven track record in sales (sales leagues / rankings; records & achievements)
We are looking for a proven Sales Manager/Team Leader to manage a growing financial services team based
essential Min. 2 years proven track record in sales (sales leagues / rankings; records & achievements)
Data capture of all tax sales invoices and cash and to account correctly for Pro-forma invoices. Debt stamped with the date received Debtors Receive daily sales invoice's, check them against the quote and data information and communications to said Debtor Reconcile sales invoices on Hire track and Exact Ensure all cash generation. Check these and email to client Sales Attend weekly sales meeting with view to communicating any terms of cash collection or queries Produce the sales reclass journal Intercompany To complete inter-company
and nurture strong relationships - Support the sales and marketing efforts of the product range, collaborating Private Bank management in devising marketing and sales strategies. - Adhere to business strategies and guidelines at all times. - Develop and manage your own sales plan and pipeline. - Be prepared for extensive regional
and nurture strong relationships - Support the sales and marketing efforts of the product range, collaborating Private Bank management in devising marketing and sales strategies. - Adhere to business strategies and guidelines at all times. - Develop and manage your own sales plan and pipeline. - Be prepared for extensive regional
categories Sales Support Liaising with sales department to proactively respond to repeat sales Invoicing Develop reports on aged debt accounts and days sales outstanding (DSO) reports. Ensure timely and accurate supervisors Work closely with the Operations Team, Sales Team and the Finance Team Provide information and
and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
and disadvantages of various insurance policies. Sales and Policy Placement: Present and sell long-term insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client