as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities procurement of new business Expand sales of products and services with existing customers Work mainly on own leads
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own 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 and medicals completed Ensuring FICA and FAIS requirements are meet with each client. Processing death Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment
looking for a PA / Admin Assistant with financial services / investment experience. Immediate start and own 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 and medicals completed Ensuring FICA and FAIS requirements are meet with each client. Processing death Advise Record (CAR) and present to the Financial Advisor for overview and signature Draft After Appointment
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation investments and help with insurance decision This role requires networking and prospecting in order to secure 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 learning and ready to commit to studying? Minimum Requirements Matric Certificate (Degree desireable) Field
a bespoke value proposition to Liberty Wealth Advisors, Leadership Team and Employees. We are an organisation investments and help with insurance decision This role requires networking and prospecting in order to secure 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 learning and ready to commit to studying? Minimum Requirements Matric Certificate (Degree desireable) Field
we are looking for. Join a team of successful advisors within our organisation and receive leading industry Advantageous Minimum 2-3 years working experience Requirements Clear Credit record No Criminal record Own transport license Resources to be able to work remotely when required Own laptop Skills and Competencies Strong work Excellent networking and communication skills Service-oriented and customer centric Analytical thinker
potential clinical risks relating to contracted services, and coordinate an appropriate response or action understanding of what the scheme requires. Competency Requirements Attributes Influence: Engage with managed care, health risk and clinical customer service Qualifications: 3 or 4 years Medical degree/qualification
training programs to our collections staff. This will require you to be office-based, sitting amongst the Collections adherence to ethical guidelines and compliance requirements. 5. Performance Evaluation: Participate in performance years previous training facilitation experience required ● Minimum 3 years' experience within Collections client service requirements. ● Proven experience in collections, debt recovery, or financial services, with