agreements to maximise profits
Reconciliations of cashbooks ● Balance counter sales invoices and payments daily ● Compiling forms and
Responsibilities - Maintain sales personnel and oversee rep software pertaining all sales and activities General
Responsibilities - Maintain sales personnel and oversee rep software pertaining all sales and activities General
service excellence when interacting with clients, sales agents, and colleagues over the phone. Update the file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection
Accounts email inbox daily. Prepare invoices for sales made Process all purchase invoices for the company
Accounts email inbox daily. Prepare invoices for sales made Process all purchase invoices for the company
hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead, with flexibility
hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead, with flexibility
timeously. Process all invoicing. Reconciliation of POS sales. Ensure all customers monthly processing has been