excellence when interacting with clients, sales agents, and colleagues over the phone. Update the underwriting with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting administrative management. Identify additional training needs for sales agents related to the Asset Life credit protection product Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received, excellence when interacting with clients, sales agents, and colleagues over the phone. Update the underwriting
excellence when interacting with clients, sales agents, and colleagues over the phone. Update the underwriting with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting administrative management. Identify additional training needs for sales agents related to the Asset Life credit protection product Upon applying, confirmation of receipt for a specific advert is given. If no confirmation is received,
market and margin control Build up and maintain agent and supplier relationships Source new products Develop to secure more business through existing and new agents Work closely with the team to achieve goals Operations groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan Negotiate with suppliers for
market and margin control Build up and maintain agent and supplier relationships Source new products Develop to secure more business through existing and new agents Work closely with the team to achieve goals Operations groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan Negotiate with suppliers for
market and margin control Build up and maintain agent and supplier relationships Source new products Develop to secure more business through existing and new agents Work closely with the team to achieve goals Operations groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan Negotiate with suppliers for
market and margin control Build up and maintain agent and supplier relationships Source new products Develop to secure more business through existing and new agents Work closely with the team to achieve goals Operations groups, Tour Series and FIT requests Capture and confirm bookings in Tourplan Negotiate with suppliers for
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Wealth Specialist team
information e.g bank changes, personnal detail. New appointments - contracts and onboarding documentation Processing Submissions Dealing with queries Employment confirmations. Matric with competed VIP Premier payroll courses
information e.g bank changes, personnal detail. New appointments - contracts and onboarding documentation Processing Submissions Dealing with queries Employment confirmations. Matric with competed VIP Premier payroll courses