Adviser is responsible for the selling of short-term personal insurance products and services to the right clients selling of short-term products specialising in personal lines • Quotations for clients • Follow up on selling of short-term products specialising in personal lines • Quotations for clients • Follow up on
Receptionists, Administrators, and Client Care and Personal Assistants to Representatives as per the FAIS 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 calls Taking and communicating messages – MS Teams Personal Assistant to Financial Planners: Use and update
responsible for the selling of short-term commercial and personal insurance products and services to the right clients short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads
Adviser is responsible for the selling of short-term personal insurance products and services to the right clients selling of short-term products specialising in personal lines • Quotations for clients • Follow up on selling of short-term products specialising in personal lines • Quotations for clients • Follow up on
responsible for the selling of short-term commercial and personal insurance products and services to the right clients short-term products specialising in commercial and personal lines Quotations for clients Follow up on leads
efficiently. This is a role for a result orientated person, with ability to lead and manage both horizontally The role is suitable for a detailed orientated person with a get it done attitude. The role includes
liabilities, and investment portfolios. Develop personalized financial plans based on clients' goals, risk
started importing the above mentioned systems for re-sale to integrators only, with the intention of empowering
delivery improvement Operational Leadership: Deliver personal performance within Human Capital frameworks and