Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years' tailored Financial Plans covering investments, insurance, and retirement planning to help our clients create proposal to clients (Longterm insurance, investments, short term insurance and fiduciary services) Flexibility
reported monthly to GROUP ZA insurance department to ensure adequate insurance of stock. Calculate and post provisions to address identified risks. Prepare general ledger reconciliations on a monthly basis. Identify changes in business & resulting calculations. General review of stock balances to identify any anomalies
match organizational strategies and objectives. General Education Grade 12/ SAQA Accredited Equivalent egree/Diploma in Business Management (Advantageous) General Experience 5 or more years experience in a sales centre environment (Essential) 5 years Long-term Insurance experience (Essential) Managerial Experience 3
statement. Maintain the integrity and accuracy of the general ledger by supporting and reviewing the accounting obsolete stock and reduce holding costs. Review insurance policies to ensure adequate coverage and cost-effectiveness
fees Flight tickets Medical checkup and health insurance Career counselling Guranteed job offer Cultural
payments and completing monthly reconciliations. General filing of paper invoices Maintaining staff HR files deliveries and collections organising and booking General assistant work as required by the managers and
payments and completing monthly reconciliations. General filing of paper invoices Maintaining staff HR files deliveries and collections organising and booking General assistant work as required by the managers and
as external Build and maintain client relations General administration Requirements: Grade 12 At least
sheets – Excel & Outlook knowledge essential – General Admin – filing, leave forms, etc. – Request quotations
salary and performance-based bonuses. Health insurance. Professional development opportunities. Collaborative