experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst circumstances change. Acquire short term insurance leads from the company's financial planning partners. On receipt appointment. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken
experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function at a strategic level whilst circumstances change. Acquire short term insurance leads from the company's financial planning partners. On receipt appointment. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken
qualifications. 3-5 years of experience. Pastel experience. Work under pressure. Flexible and resilient. Problem Friendly. (Noted : Staff transport is provided from JBay and Humansdorp to St Francis daily) Please
qualifications. 3-5 years of experience. Pastel experience. Work under pressure. Flexible and resilient. Problem Friendly. (Noted : Staff transport is provided from JBay and Humansdorp to St Francis daily) Please
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy suitable solutions. Draw and compare quotations from different insurers. Additional research information senior management with any general office duties, from time to time. Respond to client inquiries. Interacting
environment (minimum 3 - 5 years). At least 3 years' work experience within a Financial Planning practice and general financial analysis. Experience in working with Elite Wealth's financial planning software summarise and analyse new client information/data. Working with the Financial Planner to develop strategy suitable solutions. Draw and compare quotations from different insurers. Additional research information senior management with any general office duties, from time to time. Respond to client inquiries. Interacting
license group and that ongoing fees are received from the relevant PPs. Capture and checking of new business and his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect gaps. Liaise and orientate
license group and that ongoing fees are received from the relevant PPs. Capture and checking of new business and his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect gaps. Liaise and orientate
meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize license group and that ongoing fees are received from the relevant PPs. Capture and checking of new business and his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect gaps. Liaise and orientate
meticulous attention to detail. Initiative-taking work ethic. Organizational skills, ability to prioritize license group and that ongoing fees are received from the relevant PPs. Capture and checking of new business and his / her clients. Check Commission statements from CommPay (internal commission module linked to CRM) and checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages personal KPIs on NAV. Request assistance and guidance from POM where KPI scores reflect gaps. Liaise and orientate