Minimum Requirements: Matric. Call Centre or Telesales work experience minimum of 1 to 3 years. Requirements: book appointments with doctors for the financial advisor's visit. Source leads from the different databases financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries
to call on new customers and service existing client base. Extensive travelling and country calls for for a few days per month. 1. Calling on new customers (cold calling) and securing new accounts. 2. Servicing
to call on new customers and service existing client base. Extensive travelling and country calls for for a few days per month. 1. Calling on new customers (cold calling) and securing new accounts. 2. Servicing
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share investment strategies, tax laws, and regulatory requirements. Analyze financial data, review clients' investment medical examinations, and all other documentation required for insurance underwriting. Continuously monitor Planning, Investments, Wealth Management Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance
effectively under pressure. Minimum Qualifications and Requirements: • Matriculation certificate. • RE5 certification insurance coverage tailored to their specific requirements. • Obtaining quotations from a range of insurance consistently achieve monthly targets. • Note that cold calling and lead sourcing are not part of the broker's responsibilities; leads are provided through inbound call center agents and liaisons with the life, tax, and
effectively under pressure. Minimum Qualifications and Requirements: • Matriculation certificate. • RE5 certification insurance coverage tailored to their specific requirements. • Obtaining quotations from a range of insurance consistently achieve monthly targets. • Note that cold calling and lead sourcing are not part of the broker's responsibilities; leads are provided through inbound call center agents and liaisons with the life, tax, and
company requirements. Sales reports. Territory development through networking and cold calls. Payment
company requirements. Sales reports. Territory development through networking and cold calls. Payment
team in Johannesburg. Roles and Responsibilities: Calling on all major customers Increase sales volumes in
team in Johannesburg. Roles and Responsibilities: Calling on all major customers Increase sales volumes in