Job Title: Commercial Agents: Face to Face Distribution Durban & Eastern Cape Reporting to: Regional facilitate this model the positions of Commercial Agents (Face to Face) have emerged. The incumbent of this management • High level performance The Commercial Agent: Face to Face Distribution must align themselves prospect for new clients through networking, Cold calling and door – door canvasing for new business • Effective levels of trust Reporting Lines: The Commercial Agent: Face to Face Distribution will report directly
advice Sign up a minimum of 5 active lead referral agents Complete weekly reports that reflect leads, quotes (continuous professional development) points Call center agents not preferred unless they have a minimum
advice Sign up a minimum of 5 active lead referral agents Complete weekly reports that reflect leads, quotes (continuous professional development) points Call center agents not preferred unless they have a minimum
whether or not to approve an application
demonstrate a genuine interest in building their career centered around investments. Duties & Responsibilities commercial screening process of new applications. Call applicants to request information and meet as well
demonstrate a genuine interest in building their career centered around investments. Duties & Responsibilities commercial screening process of new applications. Call applicants to request information and meet as well
knowledge
Allocating expenses to GL accounts and cost centers.
Completes payments by receiving, processing
Allocate expenses to General Ledger accounts and cost centers by analysing invoice/expense accounts budgets Complete
Reference: NPr000847-SDU-1 Calling all Newly Qualified CA(SA)s Duties: Preparing audit files Reconciliations