Minimum Requirements:
Essential:
Grade 12 / Matric
Minimum of 1-2 years’ experience in a retail environment
Advantage:
Diploma in Retail Business Management or relevant
P
Job description:
To provide administrative assistance to the Short-term Adviser. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the P
Job description:
The Adviser Admin Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus
Job Description
Achievement of Sales targets: Manage dealer achievement of sales targets through use of incentive schemes and Management Information from internal and external sources
Re
Job Description
Business Planning, Business Performance Monitoring & Revenue Generation: Business Planning, Business Performance Monitoring & Revenue Generation
Leading the comme
Responsibilities:
Front Office Management
Answering/redirecting all incoming calls, taking messages, attending to client queries
Gather Policy information
Handle new application and quotat
Responsibilities:
Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Data capturing
Research product information
Handle new application and quotatio
Responsibilities:
Maintain and update the CRM systems (MyPractice / MyBase)
General administration and compliance
Preparing quotations for new and existing clients
Handling endorsements
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all exi
Job Description
Planning and Growth
Develop a regional strategy in conjunction with regional stakeholders for business acquisition and growth in the Islamic ,Student & Youth markets
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 (advant
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 (advant
Job Description
The Virtual Sales Consultants are expected to be highly motivated and professional ambassadors for Discovery Connect, supporting clients after their initial product take-up via the
Job Summary
Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Source
Job Description
Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base
Relationship an
Job Description
Income Growth and Financial Targets: Ensure a deep understanding of client's working capital cycle and business needs to provide appropriate solutions. Drive achievement of t
Job Summary
Provides financial services to meet client specific needs to promote, market and sell Financial Solutions in accordance with relevant legislation, to meet sales targets and achieve stra