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21.06.2024
INTERNAL ADVISOR / ACCOUNT EXECUTIVE
Sandton
... CFP qualification. Fit&Proper Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA DIT Portal courses to be done weekly Attendance to all Professional Development Days and product launches. Keep up to date with the latest legislation and Industry Trends ...
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The Legends Agency
22.06.2024
Senior Broker Assistant
Sandton
... airly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting clients for beneficiary changes / Wills /arrear premiums /replacements /broker changes/ lapses / cancellations and ensuring that we try to save this business; Liaise with broker consultants and ...
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The Legends Agency
23.06.2024
Senior Broker Assistant
Sandton
... airly;Striving to assist your broker/s in achieving and exceeding sales targets;Contacting clients for beneficiary changes / Wills /arrear premiums /replacements /brokerchanges/ lapses / cancellations and ensuring that we try to save this business;Liaise with broker consultants and Insurance ...
More »
The Legends Agency
23.06.2024
INTERNAL ADVISOR / ACCOUNT EXECUTIVE
Sandton
... full CFP qualification.Fit & Proper Training as per Board notice 190 (2017)Treating Customers Fairly (TCF)POPIFICADIT Portal courses to be done weeklyAttendance to all Professional Development Days and product launches.Keep up to date with the latest legislation and Industry ...
More »
The Legends Agency
Yesterday
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
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