Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to Clients Diligently and Fairly;
the FICA assessment.
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal
upgrades.
induction documentation for new employees & assisting with the onboarding process
Verification and reconciliation of Ledger Accounts Other Assisting with cost control Running monthly financial BIC
induction documentation for new employees & assisting with the onboarding process Compiling reports
induction documentation for new employees & assisting with the onboarding process Compiling reports