Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases. Work closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries. Meet da
Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases. Work closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries. Meet da
track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years
track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years
relevant insurance-related data. Data Verification: Review and cross-check the captured data for errors, inconsistencies Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
relevant insurance-related data. Data Verification: Review and cross-check the captured data for errors, inconsistencies Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
Conducting face-to-face discussions with clients to review and discuss insurance quotations. Providing clients leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments
Conducting face-to-face discussions with clients to review and discuss insurance quotations. Providing clients leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments
and audit procedures. To review the process description/ flowcharts. To review identified the risks and and the related key controls. To review the audit programme compiled for executing the key controls identified identified. To approve Audit Planning Memorandum. To review the audit execution in line with the audit programme perform site visits during the audit execution. To review compliance against the organisation's rules, codes controls. To review the work and coach juniors working in the audit project. To review and sign-off the
and audit procedures. To review the process description/ flowcharts. To review identified the risks and and the related key controls. To review the audit programme compiled for executing the key controls identified identified. To approve Audit Planning Memorandum. To review the audit execution in line with the audit programme perform site visits during the audit execution. To review compliance against the organisation's rules, codes controls. To review the work and coach juniors working in the audit project. To review and sign-off the