Matric Certificate 2-3 Years experience cold calling for leads Highly Energetic & Motivated Excellent
to detail, analytical thinker, decision making, coaching) Computer literate. Salary based on market related
to detail, analytical thinker, decision making, coaching) Computer literate. Salary based on market related
directly with clients as their financial wellness coach, helping them improve their lives by educating and financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct building an understanding of the comprehensive qualities that a Wealth Planner needs You will be trained
banking details Telephonic creditors experience (calling creditors) Ensure supplier age analysis balance Compliance, Risk and Quality Ensure logical saving of all work Produce high quality, neat, logical, succinct
receptionist takes lunch. Answering overflow phone calls Matric and a Higher Education or Training Qualification able to take ownership of all their work and the quality of work produced. You will need to take full responsibility
excess cash in Current accounts on Call with banks Withdraw from call when required so ensure liquidity liquidity Ensure compliance at all times and open call accounts with new banks Maintain active accounts and relationship
excess cash in Current accounts on Call with banks Withdraw from call when required so ensure liquidity liquidity Ensure compliance at all times and open call accounts with new banks Maintain active accounts and relationship
with customers on overdue payments through phone calls, emails, or letters. Credit Control: Assessing creditworthiness
with customers on overdue payments through phone calls, emails, or letters.