Meeting sales objectives. Meet operational and quality efficiencies. Provide an exceptional customer experience 12) Min 1 Year experience Background of selling Insurance is beneficial Location: Westville, Durban Basic
Responsibilities: Forge strong partnerships with auditors, ensuring flawless annual tax returns and audits and accuracy. Serve as the primary contact for auditors and regulatory bodies, providing timely and insightful
administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients
administer mandated claims Act as intermediary between insurer and client and timeously relay communication, requests requests and documentation Engage with insurers regarding recoveries, diarise follow-ups and keep clients
accordance with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners feedback to learners in accordance with the SETA/NOSA Quality Management System requirements. To complete all accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure Establish good relationships with clients and internal staff attend all meetings and adhere to all deadlines copies of these. Adhere and conform to the NOSA Quality Management System. Matric (Grade 12). Minimum
accordance with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners feedback to learners in accordance with the SETA/NOSA Quality Management System requirements. To complete all accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure Establish good relationships with clients and internal staff attend all meetings and adhere to all deadlines copies of these. Adhere and conform to the NOSA Quality Management System. Matric (Grade 12). Minimum
Experience in dealing with SARS Debt Collectors/SARS Auditors/ SARS Correspondence Submitting Deferral and Compromise
financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance building an understanding of the comprehensive qualities that a Wealth Planner needs You will be trained
relevant to certain investments and help with insurance decision This role requires networking and prospecting suggest financial needs and opportunities (e.g. insurance, investments and retirement products) Customize
relevant to certain investments and help with insurance decision This role requires networking and prospecting suggest financial needs and opportunities (e.g. insurance, investments and retirement products) Customize