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25.06.2024
TELESALES/ CONSULTANTS
Sandton
... the CRM Package. Cross selling on the existing database Use a script to present information and explainavailable product Convert leads to sales - Looking for opportunities to bring on new clients Explain productsand prices, and answer questions from customers. Capture new leads/clients on the ...
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The Legends Agency
22.06.2024
Senior Broker Assistant
Sandton
... ther requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly; Ensuring that all ...
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The Legends Agency
23.06.2024
Senior Broker Assistant
Sandton
... ther requirements;Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany allnew business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that theCompliance is completed correctly;Ensuring that all Compliance ...
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The Legends Agency
24.06.2024
Social Media&Marketing Administrator
Sandton
... The successful candidate will be responsible for handling social media pages, creating new and exciting content and staying up to date with the latest social media marketing trends. Increase the brands' online presence and improve sales. Manage and maintain Facebook, Instagram, Linkedin, ...
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The Legends Agency
21.06.2024
INTERNAL ADVISOR / ACCOUNT EXECUTIVE
Sandton
... the Clients umbrella and broker code. This would mean change of brokers over to the client on existing Discovery business to advise correctly without any duplication. Always maintain lapse ratio below 10%. Face to face meetings with walk in clients. PREPARATION Portfolio preparation: a) Obtain ...
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The Legends Agency
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