The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Act. Job's deliveries, and mail (Gatekeeping) Instruct and assist Jabulani regarding daily deliveries Telephone and and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update CRM system
The Adviser is responsible for the selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: Aggressive selling of short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads Building a client
all financial files Assist with completion of monthly bank reconciliations Assist in the maintenance of
all financial files Assist with completion of monthly bank reconciliations Assist in the maintenance of
Line management of Bookkeepers & financial assistants. Delegate selected financial & administration
Line management of Bookkeepers & financial assistants. Delegate selected financial & administration
tenders Loading of rental orders on the ERP system Assist accounts personnel with collection of outstanding
tenders Loading of rental orders on the ERP system Assist accounts personnel with collection of outstanding