service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting
to management Queries resolution Reconcile cash sales Assist with general admin and reconciliations such
to management Queries resolution Reconcile cash sales Assist with general admin and reconciliations such
daily customer queries Accurately reconciling cash sales Requirements: Grade 12 (minimum) Finance Diploma
clients reach their financial goals. An aptitude for sales and marketing and a solid network will stand you criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers
clients reach their financial goals. An aptitude for sales and marketing and a solid network will stand you criminal and credit record Customer service and sales experience advantageous Own vehicle and drivers
Inventory ageing Sales volume & value Assist the category demand team with: Sales reporting Margin
processing of client information cheques, receipts, sales invoices, purchase invoices • Perform bank reconciliations etc. • Process journal entries e.g. new instalment sale agreements, interest on borrowings, provisions,
your practice with the support and grooming of sales coaches and experienced planners as well as receive training. You will balance new client development, sales activities, customer service and compliance with
your practice with the support and grooming of sales coaches and experienced planners as well as receive training. You will balance new client development, sales activities, customer service and compliance with