Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals address concerns Give advices to clients about insurance coverage, investment planning, cash management their financial goals Regularly review clients’ bank and other accounts and analyze their financial data Drivers License Laptop Network of clients The post Insurance/Wealth Planner appeared first on freerecruit.co
Job Details:
Title: Insurance Sales Consultant
Location: time: Yes
Industry: Insurance
Salary / CTC: R 12 000 basic rts to: Sales Manager
Insurance Sales Consultant
Our Client is outbound sales agent with a focus on insurance sales.
A full time Sales position has become available. This position provides massive growth within the Sales industry We are currently accepting applications for individuals to form part of our sales team and join an energetic environment. Team based sales training sessions ensure that each person in our
A full time Sales position has become available. This position provides massive growth within the Sales industry We are currently accepting applications for individuals to form part of our sales team and join an energetic environment. Team based sales training sessions ensure that each person in our
Administrator is required by a professional short term insurance brokerage based in Newlands, Cape Town.
recent experience as a short-term insurance broker in a small office with the ability to multi-task three areas:
Computer extensive experience in the industry as a short-term insurance broker.
A highly negotiable salary
processing and Bank reconciliation
credit insurer on the required credit limit and terms as per the credit application · Credit insurer annexure cover obtained, account to be loaded on the system BANK – INVOICE DISCOUNTING ACCOUNTS: · Ensure all payments left unapplied on the customer account from the ID Bank accounts · All month end payments are to be processed margin queries urgently · Assist with monthly ID Bank audit ADHOC DUTIES & OTHER FUNCTIONS: · Ensure therefore immediately · Processing all payments from bank statements daily · Resolved any cashbook queries
VAT and PAYE tasks Conduct daily banking activities, including bank reconciliations Reconcile debtors’ books and Statements of Accounts Coordinate with banks to investigate and resolve reconciling items Ensure of key account entries Calculate staff loans, insurance, and prepaid expenses Enter relevant financial
years’ experience in General Ledger, Journals and Bank Reconciliation, Accounts Payable and Accounts Receivable years’ experience in General Ledger, Journals and Bank Reconciliation, Accounts Payable and Accounts Receivable controls Bank: daily allocation and monthly reconciliations of foreign currency bank accounts Bank: releasing
credit note capturing Debt collections Bank capturing and bank reconciliation Customer invoicing Capturing