KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for
and technical service enquiries through inbound calls and provide end-to-end service.
Main
resolved. EDUCATION, QUALIFICATIONS
Ensure that the customers are called and the resolution is confirmed before queries
little supervision
KEY TAKEAWAYS A financial advisor is often responsible for more than just executing trades in the market market on behalf of their clients. Advisors use their knowledge and expertise to construct personalized savings, budget, insurance, and tax strategies. Advisors further check in with their clients on a regular wealthy to benefit from the services of a financial advisor. Facilitate comprehensive financial planning for
System knowledge NebulaCRS, Nebula Call Centre, OPERA, OPERA Cloud & eRES
Proven experience
pressure
3-5 years experience in a tourism/travel call centre or reservations department for multiple properties
needs. Responsibilities include making outbound calls to generate interest, presenting life insurance Qualifications Matric RE5 Skills 3 years of Call Centre sales experience 2 years of Life Insurance experience
needs. Responsibilities include making outbound calls to generate interest, presenting life insurance Qualifications Matric RE5 Skills 3 years of Call Centre sales experience 2 years of Life Insurance experience
and ad hoc systems reports as required.Requirements:
hoc as required.
Requirements:
ï§ System knowledge NebulaCRS, Nebula Call Centre, OPERA
Listed on the Johannesburg Stock Exchange and centred on the FMCG market, AVI's extensive brand portfolio promote SAP standard solutions for business issues/requirements that are in line with best practice Ensure that SOLMAN calls are resolved within ITSS SLA timelines Ensure that regular feedback on all SOLMAN calls is provided documentation updated timeously and accurately Minimum Requirements: Experience: 5 years' experience in SAP HR ABAP Certification: SAP ABAP Certification Additional Requirements: SAP BADI (Business Add-In) BADI implementation
primary point of contact for any client or Financial Advisor during the estate administration process. Obtaining beneficiaries on terms where necessary. Following up on requirements outstanding so that we can onboard the estate