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28.04.2024
Paraplanner | Pretoria
Pretoria
... standard documents, policies and procedures. Prepare statement of advice documentation as required. Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure ...
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The Recruitment Council
29.04.2024
Paraplanner | Pretoria
Pretoria
... standard documents, policies and procedures.Prepare statement of advice documentation as required.Review customer portfolio review reports in conjunction with changes in customer circumstances and investments and general market movement, as outlined in the sales and service process. Ensure ...
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The Recruitment Council
26.04.2024
Broker Consultant | Pretoria
Pretoria
... standards. Obtain authorization from a supervisor ormanager for any exceptions from mandatory procedure.Manage & mitigate risks i.e. reputational, quality of business, commission,legislation and fraud, by ensuring sound business practice, procedures andcontrols are implemented and adhered to ...
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The Recruitment Council
14.03.2024
Internal Commercial Adviser | Pretoria
Pretoria
... 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 solve ...
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The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... Group Employee Benefits and VAPS in class IV Class XIII and Other 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 ...
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The Recruitment Council
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