expansion of our Sales Department. We have several call centre sales postions available and require candidates financial products telephonically within a contact centre environment. - Build strong customer relationships
All tax enquiries and follow ups via the SARS call centre Completion and submission of Individual/Company/Trust
innovative IT solutions and exceptional service to our clients. We pride ourselves on fostering a collaborative innovative IT solutions and exceptional service to our clients. We pride ourselves on fostering a collaborative Perform regular maintenance, updates, and backups for client systems. • Assist in the deployment and configuration advanced issues. • Document all support activities and client interactions in our ticketing system. • Conduct end-users on IT best practices. • Participate in on-call rotation for after-hours support as needed. ___
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential providing excellent customer service and growing your client base • Full training and mentorship • Rewarding
financial planning advice to private and business clients by identifying their Investment and lifestyle needs cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints Matric is essential providing excellent customer service and growing your client base • Full training and mentorship • Rewarding
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve