advertisements
22.06.2024
Senior Broker Assistant
Sandton
... 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 Insurance Companies; Sending out ...
More »
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 ...
More »
The Legends Agency
23.06.2024
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 correctlywithout any duplication.Always maintain lapse ratio below 10%.Face to face meetings with walk in clients.PREPARATIONPortfolio preparation:a) Obtain client ...
More »
The Legends Agency
23.06.2024
Senior Broker Assistant
Sandton
... 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 Companies;Sending out ...
More »
The Legends Agency
23.06.2024
TELESALES/ CONSULTANTS
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 the ...
More »
The Legends Agency
advertisements