for the selling of short-term personal insurance products and services to the right clients. Aggressive selling of short-term products specialising in personal lines • Quotations for clients • Follow up on • On-site meeting with clients • Dealing with service providers • Implement company strategy Aggressive selling of short-term products specialising in personal lines • Quotations for clients • Follow up on • On-site meeting with clients • Dealing with service providers • Implement company strategy R20 000
Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Planners' management and staff, ensuring excellent service provision and support to both clients and colleagues of the POPI Act FIC Act FAIS Act TCF (Treating Customers Fairly) Pension Fund Act Long-term Insurance Act calls Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update
Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS Planners' management and staff, ensuring excellent service provision and support to both clients and colleagues of the POPI Act FIC Act FAIS Act TCF (Treating Customers Fairly) Pension Fund Act Long-term Insurance Act calls Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update
selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads etc. On-site meeting with clients Dealing with service providers Implement company strategy Minimum Requirements:
for the selling of short-term personal insurance products and services to the right clients. Aggressive selling of short-term products specialising in personal lines • Quotations for clients • Follow up on • On-site meeting with clients • Dealing with service providers • Implement company strategy Aggressive selling of short-term products specialising in personal lines • Quotations for clients • Follow up on • On-site meeting with clients • Dealing with service providers • Implement company strategy R20 000
opportunities designed to help you thrive both personally and professionally. Your primary responsibility analysis Insurance Principles and practice Customer and Personal Service Clerical and administrative procedures to groups Competencies required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling
opportunities designed to help you thrive both personally and professionally. Your primary responsibility analysis Insurance Principles and practice Customer and Personal Service Clerical and administrative procedures to groups Competencies required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling
selling of short-term commercial and personal insurance products and services to the right clients Responsibilities: short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads etc. On-site meeting with clients Dealing with service providers Implement company strategy Minimum Requirements:
an internal and external network and grow the customer base. Duties and Responsibilities Conduct thorough liabilities, and investment portfolios. Develop personalized financial plans based on clients' goals, risk strong client relationships through exceptional customer service and regular communication. Requirements Relevant
efficiently. This is a role for a result orientated person, with ability to lead and manage both horizontally Oversee deliveries and issuance of inventory. Issue customer invoices and follow up on collections. Manage The role is suitable for a detailed orientated person with a get it done attitude. The role includes relationships with management, team members, customers and other stakeholders. Market related