Broker Assistant/Para-Planner Position available:
Permanent position based in Fourways Garden
clients, write effectively, and manage & resolve customer queries.
Self-starter personality and would
Servicing of clients in terms of queries, keeping customers up to date and new business
Changing of
management of the offline and online business of the customer. Creative Business Development Develop a unique grow the business with your customers – Hi Sku/ Hi MP Provide solutions to management when faced with and industry trends, competitors, and leading customer strategies Accurate Forecasting: GDMI Mastering and cooperative planning between KAM, Account Planner and Account Buyer Calculate and continuously adjust departments, in order to give feedback to Account Planner & KAM for Sell In delivery schedule/dates.
management of the offline and online business of the customer. Creative Business Development Develop a unique grow the business with your customers – Hi Sku/ Hi MP Provide solutions to management when faced with and industry trends, competitors, and leading customer strategies Accurate Forecasting: GDMI Mastering and cooperative planning between KAM, Account Planner and Account Buyer Calculate and continuously adjust departments, in order to give feedback to Account Planner & KAM for Sell In delivery schedule/dates.
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that Ability to make decisions within the job parameters. Customer service orientation. Market Related
requests and business retention. Enable the Para Planner and the Executive Financial Advisor to manage their service. Check that all documents received from Para Planner are FICA compliant and signed. Capture all policy weekly feedback reports and unpaid reports to Para Planner and Executive Financial Advisor. Manage cases that Ability to make decisions within the job parameters. Customer service orientation. Market Related
Making professional appointments with financial planners, Brokers, and Wealth managers. Building and maintaining
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership
ambitious individual to become a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership
Making professional appointments with financial planners, Brokers, and Wealth managers. Building and maintaining
extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients Investment Solutions Customer and client relationship Development Customer and client onboarding Customer and