Our client is seeking an experience Finance & Insurance Manager for the dealership in Richards Bay Bay. Finance and Insurance duties Arranging finance for customers who want to purchase vehicles Taking Retail Insurance Qualification - NQF 4 NCA Card Updated DOFA date Class of Business - short term, long long term, commercial lines CPD to be up to date and all cycles completed as per your Date of First Registration
Our client is seeking an experience Finance & Insurance Manager for the dealership in Richards Bay Bay. Finance and Insurance duties Arranging finance for customers who want to purchase vehicles Taking Retail Insurance Qualification - NQF 4 NCA Card Updated DOFA date Class of Business - short term, long long term, commercial lines CPD to be up to date and all cycles completed as per your Date of First Registration
Richards Bay is on the look out for a Service Advisor to join their team.
Service Advisor within a Multi-Franchised capacity (Stellantis
advise primarily on motor and household domestic insurance.
Responsibilities and work outp
sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum
Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed
comprehensive range of financial service solutions to facilitate their long term wealth creation, protection
offers the following:
Telephony services, i.e. internet, email, telephone, voice logging
Microsoft access
Access to business coaching and client advice support
Assistance with practice management
Establish long-term relationships with clients
Financial planning for clients
Focus on identifying
the relevant service provider platform (Lexis Convey / Web Convey / e4) Dealing with clients regarding documentation the financial institutions as required in terms of our Service Level Agreements Updating electronic systems
the relevant service provider platform (Lexis Convey / Web Convey / e4) Dealing with clients regarding documentation the financial institutions as required in terms of our Service Level Agreements Updating electronic systems
route planning
Safety: licensing, permits, insurance, and taxation.
Customer Service: If you provide provide services directly to customers, you are responsible for maintaining a high level of customer and ensuring that you are paid promptly for your services.
Time Management:
order to comply with legislation, maintain serviceability, reliability, plant integrity and safety of their area of control and provide specialized service to all departments.
REQUIREMENTS
l>
hydraulic products and tools to clients Promote the product and service ranges and sell products to customers and accessories to clients Promote service offerings Build relationships with clients Train customers on