have a minimum of 2 years experience as a Service Advisor within the Motor Industry
The Financial advisor is responsible for:
Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
Generating new business and preparing proposals to existing clients
Client Portfolio Reviews
Insurance and Financial Services Company and are appointing Business Insurance Advisors who are dynamic, tenacious
Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to R 22 000 per month plus commission and incentives
Requirements
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
Responsibilities and work outputs Contribute to the ongoing enhancement and execution of the claims assessment methodology across Critical Illness, Income Protection and Lump Sum Disability benefit lines. Approves or declines claim submissions without supervision within company guidelines. Selects a
Job Description
Fund/Capital Raising
Responsibilities
Fund/Capital Raising
Fund/Capital Raising Design and execute strategies for raising funds from various sources including banks, Donor Funders, private equity firms, venture capitalists, government grants and other sources. Identify and tap potential funding sources, maintaining a robust pipeline of funding opportunities