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28.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures. Prepare statement of advice documentation as ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures.Prepare statement of advice documentation as ...
More »
The Recruitment Council
26.04.2024
Broker Consultant | Pretoria
Pretoria
... services tonew and existing Brokers/External Partners.Enhance Broker/External Partner relationships through continuous motivationalsales support and recognition.Customer Relationships DevelopmentMake or receive calls (by telephone) to allocated Brokers to generate additionalleads and maintain ...
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The Recruitment Council
14.03.2024
Internal Commercial Adviser | Pretoria
Pretoria
... services group, the successful individual will be a Internal Commercial insurance Adviser who will be responsible for writing new business and maintaining a book of existing clients. Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and ...
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The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... networking, referrals, cross-selling and warm/cold calling Follow up on leads in respect of sales opportunities Manage business intelligence and business generated leads in a professional and timely manner Customer Service and Relationship Management: Lead analysis initiatives and service ...
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The Recruitment Council
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