Duties:
Sales procedure:
1.â â Receive order (get
to the relevant account
policies. Sales and Policy Placement: Present and sell long-term insurance products to clients. Assist clients insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
policies. Sales and Policy Placement: Present and sell long-term insurance products to clients. Assist clients insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
policies. Sales and Policy Placement: Present and sell long-term insurance products to clients. Assist clients insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
policies. Sales and Policy Placement: Present and sell long-term insurance products to clients. Assist clients insurance sales, preferably in long-term insurance products. Proven track record of successful sales and client
above are incorrect.
Liaise with sales, estimating, sales support, PC and Production on any issues additional work done on jobs and liaise with sales / sales support for extra revenue.
Monitor and jobs to close to FINGOODS
Check against Sales Order Call Off that full QTY has been sent to W
has a relationship with, resulting in renewals or sales. Action all requests from credit control team Re-underwrite mentor the team and brokers on all product lines. To assist in placing risks that falls outside of the scope
has a relationship with, resulting in renewals or sales. Action all requests from credit control team Re-underwrite mentor the team and brokers on all product lines. To assist in placing risks that falls outside of the scope
Weekly Sales Report:
accounts Assisting with Creditors payments / reconciliations if needed General finance work Assistance with management accounts and regulatory reporting Assistance with year-end preparation Preparation of Journals Sustainability and statistics reporting Assisting with costing and budgets Assisting Financial Manager Updating information