Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea
Requirements
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advanta
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotations fo
Job description:
The successful candidate will be responsible for administration, interacting with clients by managing relationships and providing client services. You will ensure new business impl
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotations fo
Job Description
Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants,
Customer Experience: To provide service excellence and achieve c
Key accountabilities
Accountability: Managing daily sales targets (40% )
Outputs to deliver this accountability:
Agree and sign sales targets with the Team Leader and com
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market sh
Requirements
2 years’ experience in a sale and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantag
Job Description
What will you be doing as a Liberty Financial Adviser?
You are going to be responsible for helping your clients plan what they want by developing financial strategies that cre
Job Responsibilities:
Investigate all cases of potential misrepresentation and non-disclosure at policy inception and claims stage through to completion received via a variety of referral source
Job Responsibilities:
You will always make sure that the customer’s interest comes first whilst providing exceptional customer service. You’ll have experience in both outbound and in
Job Description
Administration: Effectively fulfil all required administrative duties, including tracking and reporting
Customer Experience: To provide service excellence and achieve cus