have a minimum of 2 years experience as a Service Advisor within the Motor Industry
With roots established in 1903, Indwe Risk Services (Pty) Ltd is today one of South Africa's largest independent brokers, providing expert solutions that cover all your personal and business insurance and financial needs. Indwe Risk Services is always looking for passionate, dedicated and innovative
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
base -Finalising servicing quotes -Preparing summary for of proposal for review by Advisor and client -Re
base -Finalising servicing quotes -Preparing summary for of proposal for review by Advisor and client -Re
Insurance and Financial Services Company and are appointing Business Insurance Advisors who are dynamic, tenacious
high-quality services and sensible advice. The firm has brought together leading professional advisors and industry
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