enquiries as well as with orders. To follow up on all outstanding orders and keeping customers up to date be advantageous. Min 2 years sales experience. Admin experience. Sales / marketing courses / knowledge advantage. Applicants should be computer literate (MS Office), knowledge of and experience in using SAGE would
enquiries as well as with orders. To follow up on all outstanding orders and keeping customers up to date be advantageous. Min 2 years sales experience. Admin experience. Sales / marketing courses / knowledge advantage. Applicants should be computer literate (MS Office), knowledge of and experience in using SAGE would
Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code. This Profile, Replacement Comparisons. Ensuring that all Compliance documentation is saved on X-plan and that documentation and Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that one another. GENERAL ADMIN Checking and updating of client contact details at all times. Creating and appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code. This Profile, Replacement Comparisons. Ensuring that all Compliance documentation is saved on X-plan and that documentation and Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that one another. GENERAL ADMIN Checking and updating of client contact details at all times. Creating and appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
deadline-driven environment. Proficiency with MS Office Suite (Word, Excel, Outlook). Technical aptitude Process orders, coordinate delivery and handle all issues relating to orders, backorders, returns and support and guidance to customers. Ensure follow-up of all sales activities, customer interactions and transactions Disclaimer: Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements Process orders, coordinate delivery and handle all issues relating to orders, backorders, returns and
deadline-driven environment. Proficiency with MS Office Suite (Word, Excel, Outlook). Technical aptitude Process orders, coordinate delivery and handle all issues relating to orders, backorders, returns and support and guidance to customers. Ensure follow-up of all sales activities, customer interactions and transactions Disclaimer: Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements Process orders, coordinate delivery and handle all issues relating to orders, backorders, returns and
over 25 years of experience in the industry. With offices in Johannesburg, Durban, and Cape Town, they offer retention. Attend weekly sales meetings at the office to collaborate with the team and share insights Disclaimer: Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements retention. Attend weekly sales meetings at the office to collaborate with the team and share insights
over 25 years of experience in the industry. With offices in Johannesburg, Durban, and Cape Town, they offer retention. Attend weekly sales meetings at the office to collaborate with the team and share insights Disclaimer: Equal opportunity: All backgrounds are welcomed, with no bias. All are considered based on requirements retention. Attend weekly sales meetings at the office to collaborate with the team and share insights
documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well well that all FNA's are attached to Xplan on a daily basis; Keeping records and ensuring documentation is Advisor/s meeting with the client; Ensuring that ALL portfolio's are prepared one week prior to the Advisor/s In- House servicing/new business; and Must attend all training sessions and further the employee is required
documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that Ensuring that all Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well well that all FNA's are attached to Xplan on a daily basis; Keeping records and ensuring documentation is Advisor/s meeting with the client; Ensuring that ALL portfolio's are prepared one week prior to the Advisor/s In- House servicing/new business; and Must attend all training sessions and further the employee is required