Search Results: 5 vacancies
...follow-ups, working on our CRM and booking form, charging cards, updating Excel schedules, handling queries and complaints, and other admin-related duties.
Key Responsibilities:
Sales admin for the sales op eration exec utives
Liaison with cleaners...
...the internal database / CRM
Doing references on candidates
Updating jobs on job boards
General administration and ad hoc admin support where required by line management or departments.
Answering overflow calls and taking of detailed messages and sending...
...procedures: maturities, policy contracts, loan applications, cancellations, amendments, financial and general enquiries
o Update client personal details and AIMS notes
o Provide correct and accurate advice to clients on products and services (TCF)
o Inform clients and...
...range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the...
Role Description
This is a full-time remote role for a Personal Financial Advisor. The Personal Financial Advisor will be responsible for providing financial advice to clients, helping them with their financial planning, investments, and insurance needs. The advisor...
Truesure Intermediary Services
Welkom, Free State
16 days ago
