contacted and followed up within the company's set time lines Maintenance, reconciliation and submission Specialist team as per company's set guidelines Full and proper use of the company's CRM package Making Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager 3-5 years experience in financial services with exposure to investments, sales, full needs analysis, Drivers License Preferred Qualifications: 5 years experience in the industry Post Grad Diploma and Financial
contacted and followed up within the company's set time lines
seeking experienced Collections Agents. This is a full-time on-site role located in Umhlanga for an Experienced Collection Agent . As a Debt Collection Agent, you will need to be assertive and persuasive, and have excellent legal advisors, etc. Desired Experience & Qualification Proven experience as a Debt Collection Agent
contacted and followed up within the company's set time lines Maintenance, reconciliation and submission Specialist team as per company's set guidelines Full and proper use of the company's CRM package XPlan Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager compliant manner; conducting a full review taking into account full needs analysis and any changes in the fundamentals Good understanding of various client needs and risk profile analysis tools and approaches used
contacted and followed up within the company's set time lines
correctly and in full
clients thereby understanding them and meeting their needs with the products and services we offer. The CRO Specialist team as per the Company set guidelines. Full and proper use of the Company's CRM package. Making Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager years' experience in financial services with emphasis and exposure to investments, with experience in sales sales, conducting full needs analysis, financial planning and estates planning. Valid driver's license
clients thereby understanding them and meeting their needs with the products and services we offer. The CRO Specialist team as per the Company set guidelines. Full and proper use of the Company's CRM package. Making Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager years' experience in financial services with emphasis and exposure to investments, with experience in sales sales, conducting full needs analysis, financial planning and estates planning. Valid driver's license
ensure that they are completed correctly and in full then submitted to the Regional Administration Manager compliant manner; conducting a full review taking into account a full needs analysis and any changes in and FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high
ensure that they are completed correctly and in full then submitted to the Regional Administration Manager compliant manner; conducting a full review taking into account a full needs analysis and any changes in and FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high