Assistant with financial services / investment experience. Immediate start and own car essential. Duties include: faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap in-house product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview
Assistant with financial services / investment experience. Immediate start and own car essential. Duties include: faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Preparation Completing the applications and submitting to the service provider Sending out confirmation letters for Gap in-house product training Draft Client Advise Record (CAR) and present to the Financial Advisor for overview
insurance, investments and retirement products) Customize financial plans according to clients changing Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy desireable) Field sales experience and advantage Own car and valid drivers licence (non-negotiable) Clear
insurance, investments and retirement products) Customize financial plans according to clients changing Present and sell suitable financial products and services f you can answer “YES” to the following simple a passion for people? Would others say you are service-orientated? Do you have high energy levels? Enjoy desireable) Field sales experience and advantage Own car and valid drivers licence (non-negotiable) Clear
financial stability and adherence to approved budgets. Oversee the end-to-end property investment process execute marketing strategies to promote X Limited’s services and products, while actively engaging in presentations and Organising. Delivering Results and Meeting Customer Expectations. Relating and Networking with People
potential clinical risks relating to contracted services, and coordinate an appropriate response or action Requirements Attributes Influence: Engage with Customers and colleagues to advance the organisation's welfare Entrepreneurship: Take chances to continuously improve our Customer's experiences Driving operational efficiencies decisions based on what's right for the company and Customers Owning operational decisions and knowing oneself Skills Problem Solving Computer Technology Skills Customer Focus Communication Skills Experience: 5 - 8 years
will be responsible for contacting prospective customers and marketing our products. The successful candidate reliable Can work under pressure Excellent customer service skills Self-motivated and resilient R4000
will be responsible for contacting prospective customers. The successful candidate will be a representation reliable Can work under pressure Excellent customer service skills Self-motivated and resilient Benefits:
professionals. Position Objective: - Increase customer base by selling/marketing financial products telephonically strong customer relationships to ensure repeat business - Provide efficient, outstanding customer service
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying business Expand sales of products and services with existing customers Work mainly on own leads