fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern Cape. The purpose of request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 &
knowledge of WC and surrounding areas – will be servicing the WC region Proficient on Syspro (Advantageous) process and dynamics A commitment to excellent customer service Able to work comfortably in a fast-paced environment candidate database for a period of 6 months, in the event that you may meet the criteria of a future suitable accounts and loyalty accounts. Making sure all customer details are updated op the system, should anything on a daily basis. Follow up on deliveries to customers. Answering of incoming calls and converting enquiries
knowledge of WC and surrounding areas – will be servicing the WC region Proficient on Syspro (Advantageous) process and dynamics A commitment to excellent customer service Able to work comfortably in a fast-paced environment candidate database for a period of 6 months, in the event that you may meet the criteria of a future suitable accounts and loyalty accounts. Making sure all customer details are updated op the system, should anything on a daily basis. Follow up on deliveries to customers. Answering of incoming calls and converting enquiries
responsible for esuring that the customer needs are being met along the customer journey, as well as providing providing the highest caliber of service and experience to the customer in order to grow the brand. Nurture your allocated customer base Developing the financial shape of your allocated customer base Sourcing and and growing new customers in the specified area Establishing and supporting the brand presence within outlets drive for results, excellent peer relationships, customer centricity, positive mindset & problem-solving
responsible for esuring that the customer needs are being met along the customer journey, as well as providing providing the highest caliber of service and experience to the customer in order to grow the brand. Nurture your allocated customer base Developing the financial shape of your allocated customer base Sourcing and and growing new customers in the specified area Establishing and supporting the brand presence within outlets drive for results, excellent peer relationships, customer centricity, positive mindset & problem-solving
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior business Expand sales of products and services with existing customers Work mainly on own leads
companies. The role is about championing our valued customers to achieve their lifetime goals by identifying the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior business Expand sales of products and services with existing customers Work mainly on own leads
partner enablement, and customer service? If you are a naturally customer-focused sales professional to influence and enable predominantly Managed Service Provider (MSP) partners at various stages in their their business and solve problems for their end customers. Your key focus is partner-centricity which includes to: propelling solution sales within your partner base, enabling and maintaining strategic partner relationships Account/Channel management, with C-level partners/customers Knowledge and experience in solutions-oriented
partner enablement, and customer service? If you are a naturally customer-focused sales professional to influence and enable predominantly Managed Service Provider (MSP) partners at various stages in their their business and solve problems for their end customers. Your key focus is partner-centricity which includes to: propelling solution sales within your partner base, enabling and maintaining strategic partner relationships Account/Channel management, with C-level partners/customers Knowledge and experience in solutions-oriented
and services to new and existing customers. Source new long-term customers to expand customer base and products to effectively advise customers and drive sales. Serve all counter customers efficiently and professionally and a positive customer experience. Offer additional products and specials to customers after receiving new customers and maintaining strong relationships with existing customers. Respond to customer inquiries Ensure all customer queries are addressed and tasks are completed to the satisfaction of the customer. Adhere