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01.05.2024
Senior Broker Assistant
Sandton
... AssistantCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements;Ensuring that compliance documentation and ...
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TRASA Recruitment Agency
01.05.2024
Internal Advisor Paraplanner
Sandton
... the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctlyGENERAL ADMINCreating and following up of TASKS & THREADS. Keeping up to date (No overdue’s). Monitoring of Lapse Register & Task created and attempt made to retainQueries telephonic & e ...
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TRASA Recruitment Agency
18.05.2024
Tele Sales Consultant
Sandton
... the CRM Package. Cross selling on the existing database – Use a script to present information and explain available product Convert leads to sales – Looking for opportunities to bring on new clients – Explain products and prices, and answer questions from customers. Capture new leads/clients on ...
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TRASA Recruitment Agency
19.05.2024
Tele Sales Consultant
Sandton
... the CRM Package.Cross selling on the existing database – Use a script to present information and explainavailable productConvert 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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TRASA Recruitment Agency
27.05.2024
Actuarial Assistant Manager
Sandton
... Assistant Manager to join a prestigious Life Insurance institution based in Sandton. As an Actuarial Assistant Manager, you will play a critical role in providing actuarial support and expertise to the organization, assisting in the development and implementation of actuarial models, and ...
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RPO Recruitment - Executive Search&RPO Recruiting Agency.
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