This is an IT Role in which you will need to maintain the software and hardware of employee computers across various departments. Business Acumen Computer Literacy Communication Delegation Insurance and brokerage industry and environment Knowledge of specialist liability is an advantage Legal requir
with private and business clients to provide financial planning advice and solutions - Advise clients
to join our dynamic team of Financial Advisors. Our purpose as financial planners is very simple- we aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves wealth, join Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification
repeat business. ENVIRONMENT: A Hermanus-based Financial Emigration Specialist seeks a highly meticulous individual to fill the role of an Intermediary Financial Consultant on a 1 Year Contract basis. The ideal Centre or Sales experience, Retail Banking / Financial Services, or Insurance experience in a Client Services/Brokerage environment with knowledge of the Financial Industry being familiar with FICA, FAIS, FCSA prospective customers. Gather, compile, and analyses financial and personal customer data. Gain a full understanding
to join our dynamic team of Financial Advisors. Our purpose as financial planners is very simple- we aim to provide “Financial Security” to our clients. Understanding how to live financially free ourselves wealth, join Liberty, a dynamic forward thinking financial services company. Matric, Tertiary qualification
knowledge of relevant computer programs and telephone systems. SKILLS REQUIRED: Ability to learn about products Customer Liaison Accurately update customer information and or contact details required specifications specifications - Ensure the correct pricing is loaded on the system when placing orders for all customer channels 3 orders on the system once received from customers via phone. Pull orders from different B2B system example: Manaqers. 4. Tracking Orders Inform customers about Late deliveries. Inform customers on short / out of
standards and all internal processes, procedures and systems are maintained as directed. Key Accountabilities ensure that the daily internal sales functions and systems are developed and maintained to a standard that delivery. Manage and maintain the sales control systems ensuring that deliveries are completed on time agreements / published price lists. Upkeep a filing system of invoices/waybills/mandatory documentation. Manage special pricing requests from sales teams – online system. Maintain safety measures at all times. Ensure
standards and all internal processes, procedures and systems are maintained as directed. Key Accountabilities ensure that the daily internal sales functions and systems are developed and maintained to a standard that delivery. Manage and maintain the sales control systems ensuring that deliveries are completed on time agreements / published price lists. Upkeep a filing system of invoices/waybills/mandatory documentation. Manage special pricing requests from sales teams – online system. Maintain safety measures at all times. Ensure
tender documents, including compiling necessary information, coordinating inputs from various departments with cross-functional teams to gather relevant information, develop compelling proposals, and ensure accurate monitor the database of tenders awarded, track financial impact and report on this. Provide administrative administrative and technical support (technical information and explanations ) for RFIs, RFPs, RFQs and other sales
support
Develop a growth strategy focused both on financial gain and customer satisfaction
Conduct events
Additional information
Go above and beyond normal office