checking that applications are completed correctly) , servicing and any other requirements; Ensuring that (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that new business ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and
checking that applications are completed correctly) , servicing and any other requirements; Ensuring that (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that new business ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and
Clients on existing Discovery business to advise correctly without any duplication. Always maintain lapse preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and business and servicing pipeline and following up on new business and outstanding servicing requirements
Clients on existing Discovery business to advise correctly without any duplication. Always maintain lapse preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and business and servicing pipeline and following up on new business and outstanding servicing requirements
Ticktok and YouTube as well as create, edit and post brochures, small clip videos etc. In this role,
Ticktok and YouTube as well as create, edit and post brochures, small clip videos etc. In this role,
Fire, HVAC and Wet Services company seeks a Regional Project Manager to do project planning and organizing contract management, risk and quality management, and service provider management. You will be responsible for environment, experience in Fire, HVAC, and Wet Services. R40 000 to R50 000 pm.
issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome objections system (CDS). Ensure quality of calls in line with service level agreements (SLA's). Good customer care skills
issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome objections system (CDS). Ensure quality of calls in line with service level agreements (SLA's). Good customer care skills