driver's licence, insurance Must be capable of managing their online diary (with support from the admin troubleshooting (but not training), product spotlights and general value adds. Soft Skills: • The position requires fluent in English (& Afrikaans ideally) • Time management essential, with the ability to complete work
required, ensure that they are approved by the Sales Manager. Resolve client queries accurately, responsibly orders, to ensure excellent client relationship management is maintained at the appropriate professional ex-client database on an ongoing basis using Outlook. Manage the timely distribution of marketing material (catalogues with the Sales Manager. Assist with stock-take as and when necessary or required. General duties and ad
required, ensure that they are approved by the Sales Manager. Resolve client queries accurately, responsibly orders, to ensure excellent client relationship management is maintained at the appropriate professional ex-client database on an ongoing basis using Outlook. Manage the timely distribution of marketing material (catalogues with the Sales Manager. Assist with stock-take as and when necessary or required. General duties and ad
negotiating skills Good admin and computer skills GENERAL Valid driver's licence & own reliable vehicle
negotiating skills Good admin and computer skills GENERAL Valid driver's licence & own reliable vehicle
client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed Record of Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details with Broker consultant and Franchise. Database Management and ensuring reviews are completed on a minimum
client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed Record of Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details with Broker consultant and Franchise. Database Management and ensuring reviews are completed on a minimum
client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings clients for counter-offer letters and declines; General administration and In- House servicing/new business;
client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings clients for counter-offer letters and declines; General administration and In- House servicing/new business;
wealth management, and investment planning.