the search for a Collections Training Facilitator. As a Collections Training Facilitator, you will play play a key role in delivering comprehensive training programs to our collections staff. This will require stakeholders to design, develop, and facilitate training sessions that enhance the skills, knowledge, and members. 1. Facilitate Training Sessions: Lead engaging and interactive training sessions for collections Coaching: Provide one-on-one coaching and support to collections agents to reinforce training concepts
(SA) with at least 2 years post articles with experience in dealing with reporting and transactions in in multiple currencies. Manufacturing experience is preferred but not essential.
the search for a Collections Training Facilitator. As a Collections Training Facilitator, you will play play a key role in delivering comprehensive training programs to our collections staff. This will require stakeholders to design, develop, and facilitate training sessions that enhance the skills, knowledge, and members. 1. Facilitate Training Sessions: Lead engaging and interactive training sessions for collections Coaching: Provide one-on-one coaching and support to collections agents to reinforce training concepts
requirements between clients and product/service providers Track and report progress of agreed implementation Process: Agree on document services to be provided Provide and explain regulatory disclosures to new/existing agreements with new/existing clients Conduct financial needs analysis for clients using business's FNA system Interact professionally with clients and product providers Perform under pressure Attention to detail Takes work smartly Team player R20 000 Basic (based on experience) Commission
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine determine their insurance requirements. Provide expert advice on suitable long-term insurance products relationships with clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine determine their insurance requirements. Provide expert advice on suitable long-term insurance products relationships with clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
Individual must have RE5. Qualifications and Experience: Appropriate tertiary qualification (bachelor's relevant class of business and product specific training. FAIS compliant (continuous professional development) xPlan experience advantageous. To provide and implement advice in respect of insurance needs and solutions comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
Individual must have RE5. Qualifications and Experience: Appropriate tertiary qualification (bachelor's relevant class of business and product specific training. FAIS compliant (continuous professional development) xPlan experience advantageous. To provide and implement advice in respect of insurance needs and solutions comparisons, and quotation) for presentation to clients. Provide the specialist advice in respect of Life Insurance Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising for a comfortable retirement. • Tax Planning: Provide guidance on tax-efficient investment strategies strong, long-term relationships with clients by providing exceptional service, regular communication, and Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment
comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising for a comfortable retirement. • Tax Planning: Provide guidance on tax-efficient investment strategies strong, long-term relationships with clients by providing exceptional service, regular communication, and Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment