Senior Assistant to Financial Advisor (POS24137)
Fourways
R 15 000 to Clients Diligently and Fairly;
the FICA assessment.
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal
upgrades.
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“Outstanding” claims Processing supplier invoices Assisting the branch manager in managing the claims team
“Outstanding” claims Processing supplier invoices Assisting the branch manager in managing the claims team
Verification and reconciliation of Ledger Accounts Other Assisting with cost control Running monthly financial BIC