seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal
seeking an Articled Financial Planner for an Internship position to join their team. This is the ideal
Office and other Office applications Strong communication skills Good problem-resolution and creative the appropriate team member/s Communication - experience communicating with clients via telecom and e-mail
Office and other Office applications Strong communication skills Good problem-resolution and creative the appropriate team member/s Communication - experience communicating with clients via telecom and e-mail
Driver's License Presentable appearance Excellent communication skills in Afrikaans and English Own transport followed and regulatory compliance is maintained. Communicating effectively with management and workers to coordinate
knowledge and experience (advantageous) Excellent communication skills Strong time management skills Champions reviewing plans and consulting with clients Prepare communication to clients regarding medical aid updates and
stakeholder (e.g. clients, AE's, insurers) communication is accurate, timeous, professional and relevant between insurer and client and timeously relay communication, requests and documentation Follow the recoveries
stakeholder (e.g. clients, AE's, insurers) communication is accurate, timeous, professional and relevant between insurer and client and timeously relay communication, requests and documentation Follow the recoveries
the department. Client Management: Ensure all communications with stakeholders (insurers, account executives knowledge sharing. Conduct regular team meetings to communicate goals, initiatives, and updates. Provide coaching
the department. Client Management: Ensure all communications with stakeholders (insurers, account executives knowledge sharing. Conduct regular team meetings to communicate goals, initiatives, and updates. Provide coaching