We looking for Financial Advisors for personal lines for short term insurances for giant corporation Experience and Qualifications Matric/Grade 12 FAIS Credits (120) FAIS Regulatory examination for Representatives
taken to the various branches.
Check and match the paperwork.
Matching statements
Workmens to be checked daily
Credit limit payments to be made regularly to keep credit limit in check.
Oversee
invoices/credit notes to statements Note any uncaptured/outstanding/missing invoices or credit notes Calling invoices due for payment noting due dates Double-checking bank details on invoices or banking lists Insurance (Basic Skills needed) B-BBEE Assist with related paperwork – Example: Sourcing valid BEE certificates Keep correspondence and paperwork related to any donations Learnerships – Assist with related paperwork Bursaries – – Assist with related paperwork EE Sit in on meetings Draw up paperwork and make suggested changes Assist
invoices/credit notes to statements Note any uncaptured/outstanding/missing invoices or credit notes Calling invoices due for payment noting due dates Double-checking bank details on invoices or banking lists Insurance (Basic Skills needed) B-BBEE Assist with related paperwork – Example: Sourcing valid BEE certificates Keep correspondence and paperwork related to any donations Learnerships – Assist with related paperwork Bursaries – – Assist with related paperwork EE Sit in on meetings Draw up paperwork and make suggested changes Assist
invoices/credit notes to statements
sales consultant. · Prepare filing and ensure all paperwork and supporting documents are in order before handing Develop monthly sales reports · Invoicing and crediting clients. · Grade 12 · Proven experience in a Sales
sales consultant. · Prepare filing and ensure all paperwork and supporting documents are in order before handing Develop monthly sales reports · Invoicing and crediting clients. · Grade 12 · Proven experience in a Sales
tasks
information Daily / Weekly tasks Checking that bookkeepers have done their banking checks; Authorizing store expenditure Monthly tasks Checking salaries, incentives and locum salaries; Performing/checking incentive calculations required stores; Obtaining and checking loan amortizations for loans, car finance, etc; Reviewing store taking them through A-Z of the bookkeeping process; Checking the PAYE/VAT recons done by the bookkeepers. Authorizing bank guarantees for lease deposits for stores, Checking provisional tax calculations from the auditors;
(includes all capturing, reconciliations, queries, credit limits, opening accounts, CGIC).