needs and solutions to the company clients in conjunction with the companies Partner. Afrikaans first language Acquire short term insurance leads from the company's financial planning partners. On receipt of the insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive client relationships. Support and contribute to company initiatives to communicate to, educate and engage
financial products and services offered by our company. Experience in preparing and presenting client Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
financial products and services offered by our company. Experience in preparing and presenting client Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
and requests received from Clients. Assisting with data manipulation, database changes and database design Understanding and implementation of security and data protection. Analysing documentation and providing
well-defined potential clients, who are a fit for the company; Engaging with these prospective clients to best plan; Supporting prospective clients through the company's application process; Bringing the clients on-board to the company's Operations team, who support the clients through their journey with the company. Kindly
Providing training and assisting customers with the Company track and online website. Achieving monthly budgets;
Providing training and assisting customers with the Company track and online website. Achieving monthly budgets;