followed up, managed professionally and accurately Provide knowledgeable and quality advice to customers Establishing identify opportunities within the market Ensure all admin is kept up to date i.e. call reports, weekly and
followed up, managed professionally and accurately Provide knowledgeable and quality advice to customers Establishing identify opportunities within the market Ensure all admin is kept up to date i.e. call reports, weekly and
customers payments. Maintain the CRM system for admin details relating to customers. Regular meetings
customers payments. Maintain the CRM system for admin details relating to customers. Regular meetings
buildings. Understand client requirements and provide tailored solutions that meet their budget and timeline Work closely with other departments (Operations, admin, accounts) Assist debtor's department with outstanding accurate commercial documentation for submission to admin department. Prepare weekly sales planning and activity
buildings. Understand client requirements and provide tailored solutions that meet their budget and timeline Work closely with other departments (Operations, admin, accounts) Assist debtor's department with outstanding accurate commercial documentation for submission to admin department. Prepare weekly sales planning and activity
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing up to R2000 R20 000 in training allowances paid per month whilst in training for first 3 months Support Medical Aid, Retirement and Group life benefits provided Annual bonus paid to qualifying advisers of up up to R75k Upmarket office space and facilities provided at no cost Full access to a range of specialist
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing up to R2000 R20 000 in training allowances paid per month whilst in training for first 3 months Support Medical Aid, Retirement and Group life benefits provided Annual bonus paid to qualifying advisers of up up to R75k Upmarket office space and facilities provided at no cost Full access to a range of specialist
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing up to R2000 R20 000 in training allowances paid per month whilst in training for first 3 months Support Medical Aid, Retirement and Group life benefits provided Annual bonus paid to qualifying advisers of up up to R75k Upmarket office space and facilities provided at no cost Full access to a range of specialist
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing up to R2000 R20 000 in training allowances paid per month whilst in training for first 3 months Support Medical Aid, Retirement and Group life benefits provided Annual bonus paid to qualifying advisers of up up to R75k Upmarket office space and facilities provided at no cost Full access to a range of specialist