minimum of 5 active lead referral agents Weekly report writing Keep up to date and fully informed on product Qualifications Matric/Grade 12 120 FAIS Credits FAIS Regulatory examination for Representatives (RE5) 12 CPD a minimum of 5 years' experience All required regulatory exams and accreditation One year's proof of commission
minimum of 5 active lead referral agents Weekly report writing Keep up to date and fully informed on product Qualifications Matric/Grade 12 120 FAIS Credits FAIS Regulatory examination for Representatives (RE5) 12 CPD a minimum of 5 years' experience All required regulatory exams and accreditation One year's proof of commission
negotiation Drawing up finance contracts Signing up client bank contracts Selling of VAPS to increase second gross Drivers RE 5 NCA Card FETC Retail Insurance / Banking Qualification Class of Business Product Accreditation
negotiation Drawing up finance contracts Signing up client bank contracts Selling of VAPS to increase second gross Drivers RE 5 NCA Card FETC Retail Insurance / Banking Qualification Class of Business Product Accreditation
cash drawers and bank deposits.
cash drawers and bank deposits. Prepare financial reports, including sales reports and budget tracking
cash drawers and bank deposits. Prepare financial reports, including sales reports and budget tracking
taxes, and bank accounts at the end of each month. Monitor financial transactions and reports. Maintain and loss statements, balance sheets, and other reports. Identify, investigate, and rectify discrepancies the impact. Prepare supporting documentation and reports for tax filings. Audit Support: Assist with internal auditors. Financial Analysis and Reporting: Provide regular reports on financial status and variances
taxes, and bank accounts at the end of each month. Monitor financial transactions and reports. Maintain and loss statements, balance sheets, and other reports. Identify, investigate, and rectify discrepancies the impact. Prepare supporting documentation and reports for tax filings. Audit Support: Assist with internal auditors. Financial Analysis and Reporting: Provide regular reports on financial status and variances
and bank accounts at the end of each month.