Schedule service and repair appointments by also managing the online appointment system. Book Customers
Requirement:
Matric/NQF4 (Essential)
Tertiary Certificate
Financial Qualification and Or RE5
Drivers Licence with own vehicle (Essential)
1 year sales experience
Tasks:
Establish long-term relationships with clients
Financial planning for cl
and cultivate long-term client relationships and manage your professional practice Remain accredited and
up on outstanding applications. Relationship Management: Build and maintain strong relationships with adjustments as necessary. Market Analysis and Product Knowledge: Stay up-to-date with industry trends, regulations training sessions, and conferences to enhance knowledge. Compliance and Documentation: Ensure all transactions record of successful sales and client relationship management. 120 Credits or more ideally Preferred Qualifications: Established network within the insurance industry. Knowledge of regulatory requirements related to long-term
and a self-starter Good evaluation skills Sound knowledge an application of the law Interest in Risk and
and a self-starter Good evaluation skills Sound knowledge an application of the law Interest in Risk and
Schedule service and repair appointments by also managing the online appointment system. Book Customers
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months'
as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities event the adviser passes away or become disabled Senior Certificate (Matric / Grade 12/ NQF 4) 18 months'
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial