Financial Advisers. Arrange and conduct client consultations, with a focus on providing advice and drawing
and written).
redirecting phone calls. As a customer service consultant, you will be acting as the front line of support
assist Sales Support Support and assist the sales consultants in the sales process Generate quotes Load specials
assist Sales Support Support and assist the sales consultants in the sales process Generate quotes Load specials
payments of fees, levies and contribution in consultation with Funds Administrator Participate in special shortlisted candidates for the position of an Agent Consult with subordinates on disciplinary matters, issue
investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers &
investment applications.
investment applications. Liaise with Broker consultants, accountants, attorneys, business bankers &
Source tenders. Follow up telephonically with consultants on the progress of all on-going projects. Update