An asset and wealth management company based in Umhlanga are seeking a confident Revenue/Commission Specialist to work within the Operations Department. Interpret and analyse financial data Consider work flows and impact Monitor and report on revenue flow Maintain and control / communicate contractu
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously responding. Referring leads to the Company sales representatives that are generated when engaging with members outstanding contact information of members. Customer service and support during the counselling process literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in
relations and a good understanding of the financial services industry, this could be an exciting opportunity Providing exceptional and professional client service to ensure all processes are followed timeously responding. Referring leads to the Company sales representatives that are generated when engaging with members outstanding contact information of members. Customer service and support during the counselling process literacy above 80% 1 Year experience in financial services or Provident fund administration Proficient in
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads the Warwick business model and the products and services offered within the Group. 5. Awareness and cognisance passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice advice and providing an intermediary service. If the Employee has not been on an FSP license prior to the Warwick business model and the products and services offered within the Group. Awareness and cognisance
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads the Warwick business model and the products and services offered within the Group. 5. Awareness and cognisance passed the Representative (RE5) Exam and is currently on an FSP's license as a Representative giving advice advice and providing an intermediary service. If the Employee has not been on an FSP license prior to the Warwick business model and the products and services offered within the Group. Awareness and cognisance
the premier distributor of Liberty products and services, is looking for dynamic individuals to join our Envestpro At Envestpro, we are more than a financial services firm; we are a collaborative community of forward-thinking aspirations and challenges on a personal level. Develop Customized Plans : Craft personalized financial strategies
the premier distributor of Liberty products and services, is looking for dynamic individuals to join our Envestpro At Envestpro, we are more than a financial services firm; we are a collaborative community of forward-thinking aspirations and challenges on a personal level. Develop Customized Plans : Craft personalized financial strategies
resilient nature and bias for action Value customer service excellence and teamwork Can community effectively
self-motivated, dynamic and who share a passion for service excellence to join our growing team. The role is Responsible for identifying new business. Provide customized financial planning and investment advice to existing
Umhlanga accounting firm specialing in servicing medical and healthcare professionals seeks a young energetic