Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric/Grade 12, Completed RE Exam, w orking knowledge of FAIS/FICA Le
If you have had extensive Personal Lines (Domestic) Claims Exposure we would like to hear from you. Broker Exposure where you have dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration Administer complete claims process according to defined claims pro
Administrative skills Existing relationship with Master's Office Market Related salary
Office suite and other training software/tools Market Related Salary
professionals. Position Objective: - Increase customer base by selling/marketing financial products telephonically strong customer relationships to ensure repeat business - Provide efficient, outstanding customer service Immiediate availability. Perks Include: Above market income; Uncapped commission, Cash performance bonus
clarity in all documentation. Develop and execute marketing strategies to promote X Limited’s services and to foster industry relationships. Strategically cultivate and maintain relationships with key intermediaries brand of X Limited. Actively manage client relationships and regularly participate in management meetings to possess the ability to build and maintain relationships, have strong negotiation skills and be results-focused Investment. Experience in Banking, sales and marketing. Competencies: Deciding and Initiating Action
Communicate the managed care strategy back into the operational environment Proactively identify any potential intention from new initiatives and collaborate with operational units to ensure that there is a clear understanding Requirements Attributes Influence: Engage with Customers and colleagues to advance the organisation's welfare chances to continuously improve our Customer's experiences Driving operational efficiencies Credibility: Lead on what's right for the company and Customers Owning operational decisions and knowing oneself Collaboration:
and resilient individual who has the ability to operate independently. You will be a team player who is responsible for contacting prospective customers and marketing our products. The successful candidate and reliable Can work under pressure Excellent customer service skills Self-motivated and resilient R4000
Administrative skills Existing relationship with Master's Office Market Related salary
our growing Customer Sales branch Reaching out to customers already within our customer base. We are are looking for candidates who are Customer centric, Goal-driven, have a Strong drive and simply looking objectives. Meet operational and quality efficiencies. Provide an exceptional customer experience. Your