to all health and Safety practices and procedures as defined during induction and other health & Safety
forecasting throughout the year, expenses and sales vs budget, full function of finance and present the full operational function of the business; sales, operations, procurement, IT and human resources
returns. – Administer employee benefits such as health insurance, retirement plans, and other perks. –
service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection
returns, and governmental agency reports. – Compares sales and profit projections to actual figures and budgeted trends and projects their impact on future growth in sales and market share. – Identifies opportunities for
Accounts email inbox daily. Prepare invoices for sales made Process all purchase invoices for the company
Accounts email inbox daily. Prepare invoices for sales made Process all purchase invoices for the company
the bank on debtor finance matters Liaising with sales reps on outstanding accounts Credit applications
service providers adhere to the company Occupational Health and Safety. Attend to phones and other queries
hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead, with flexibility