Customer Management: Maintain and manage key client relationships to ensure high levels of customer
(Essential); 120 FAIS Credits
(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
and reviewing existing business for Group and Individual Life across multiple product lines You'll support guidelines, tools, and treaty wording standards is also key. Conducting focused research to enhance risk understanding
and reviewing existing business for Group and Individual Life across multiple product lines You'll support guidelines, tools, and treaty wording standards is also key. Conducting focused research to enhance risk understanding
set the stage for the sales team to close deals. Key Responsibilities: Conduct outbound calls to existing lead generation strategies. Track and report on key performance metrics and provide feedback for continuous
set the stage for the sales team to close deals. Key Responsibilities: Conduct outbound calls to existing lead generation strategies. Track and report on key performance metrics and provide feedback for continuous
personality. Excellent client care Self-driven individual Meet targets and KPIs as set out by the company
is looking for a personable and hard-working individual to join their sales team. Working closely with
and priorities Pro-Active Self-Starter Operate individually and part of a team Outstanding needs analysis
technical expertise to support our customers' needs. Key Responsibilities: Develop and implement effective