Financial advice Insurance relating to funeral products House plans MIn 1 Year Sales Insurance Experience 1 Year
prospects are handed over properly to the Compliance Department Follow up on all quotations within 24 hours of with required documentation to the Compliance Department Ensure that all quotes are vetted by the General checklists submitted with contracts to the Admin Department Send all signed wage schedules to the book keeper negative to the Operations Manager and Compliance Department Ensure that all daily reports are submitted as
activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the primary financial
activities (8) SAPTG letters (9) Flyers (10) Open House Days B. Identify needs 1. Identify the primary financial
closely with other departments (Operations, admin, accounts) Assist debtors department with outstanding commercial documentation for submission to admin department. Prepare weekly sales planning and activity reports
closely with other departments (Operations, admin, accounts) Assist debtors department with outstanding commercial documentation for submission to admin department. Prepare weekly sales planning and activity reports
Work closely with the sales team and other departments to ensure a seamless customer experience and
Work closely with the sales team and other departments to ensure a seamless customer experience and
Liaise with Marketing and Product development departments to ensure brand consistency. Constantly monitor
Liaise with Marketing and Product development departments to ensure brand consistency. Constantly monitor