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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
... software packages.Excel trend analysis; Proficient in MS Office.Writing skillsGeneral EducationGrade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification(Advantageous)General Experience3-4 years experience in sales and distribution in long-term insurance ...
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The Recruitment Council
14.03.2024
Internal Commercial Adviser | Pretoria
Pretoria
... 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 solve client ...
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The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... ther clients while building and maintaining relationships with them. Responsibilities: Revenue generation New Business: Sell the client’s products through sales leads through networking, referrals, cross-selling and warm/cold calling Follow up on leads in respect of sales opportunities Manage ...
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The Recruitment Council
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