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24.06.2024
On the Road Cape Town Sales Specialist
Cape Town
... the Road Cape Town Sales Specialist Specs Training Date: ASAP. If there is a notice period, she can begin her remote portion of the training after hours of on weekends. Start date: ASAP Salary: R15 000 Basic salary plus commission. Earning potential up to around R22 000 gross (to discuss in ...
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The Legends Agency
25.06.2024
On the Road Cape Town Sales Specialist
Cape Town
... the Road Cape Town Sales Specialist SpecsTraining Date:ASAP. If there is a notice period, she can begin her remote portion of the training after hours of on weekends.Start date:ASAPSalary:R15 000 Basic salary plus commission. Earning potential up to around R22 000 gross (to discuss in interview ...
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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
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 ...
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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 ...
More »
The Legends Agency
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