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24.06.2024
Paraplanner | Fourways
Randburg
... resolve customer queries.Self-starter personality and would be able to manage themselves.Be able to correspond with clients and do quotes.Servicing clients in terms of queries, keeping customers up to date and new business.Changing of beneficiaries and switch forms.Looking for new business ...
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The Recruitment Council
24.06.2024
Insurance Consultant | Johannesburg
Johannesburg
... resolve all insurance queries within required timeframe and compliance requirements;Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;Undertaking to adjust premiums in line with new asset values;Managing client ...
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The Recruitment Council
24.06.2024
Senior Financial Advisor | Certified Financial Planner® (CFP®)
Johannesburg
The successful candidate will be responsible for providing financial advice (Life and Disability Planning; Retirement Planning; Investment Planning; Estate Planning, Employee Benefits & Medical Aid.) to clients.Roles And ResponsibilitiesOptimize business profitability by identifying income ...
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The Recruitment Council
24.06.2024
Commercial Insurance Adviser | Knysna
Knysna
... you a seasoned Commercial Insurance Adviser seeking the next big opportunity in your career?Our esteemed client, a leading player in the Financial Services sector, is on the lookout for talented professionals to join their dynamic team. The Commercial Insure Adviser will be responsible to ...
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The Recruitment Council
24.06.2024
Head of Tied Distribution | Sandton
Sandton
... Help develop compliance policies for an area of the organisation, while also developing underlying procedures and monitoring their implementation.Performance Management:Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take ...
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The Recruitment Council
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