WeChat capabilities • Able to work on weekends as per client's request. • Operations background would be
leads • Be accountable for achieving profit target of R60 000 per month, • Be accountable for achieving target of R10 000 per month for other product providers • Convert 30% of quotations per month • Upselling of system is constantly updated • Accountable for retaining policies • Accountable for follow up of unpaid premiums premiums • Accountable for monthly renewals • Ensure that documentation is comprehensively completely accuracy of all information sent to clients • Accountable for daily update of registers, Quotations, New
leads • Be accountable for achieving profit target of R60 000 per month, • Be accountable for achieving target of R10 000 per month for other product providers • Convert 30% of quotations per month • Upselling of system is constantly updated • Accountable for retaining policies • Accountable for follow up of unpaid premiums premiums • Accountable for monthly renewals • Ensure that documentation is comprehensively completely accuracy of all information sent to clients • Accountable for daily update of registers, Quotations, New
(Presentation Skills) Compile daily, weekly, and monthly reports on pipeline and status of each client and to date on a daily, weekly, and monthly basis. Attend weekly and monthly internal meetings to provide feedback consultants, Accountants etc. Be aggressive in sales and make at least 40 new sales calls per week. Achieve their clients and this means at least one meeting per quarter. Complete all proposals to prospective clients to time. Follow the pricing guidelines as set out per Arize product from year to year. No discounting or
Retrenchment – Workflow, Retirement, Death, and Monthly Pensioners) Requesting of necessary cashbooks. statistical reports. Bank confirmations. Updating of Monthly Pensioner survival certificates. Preparing updated instructions for distribution to Forex. Reconciling monthly pension payroll. Utilising multiple systems (Workflow Office/Excel, keyboard skills Basic knowledge of accounting skills. Requirements: Grade 12. Intermediate Minimum of 1 years' experience in a retirement/death/monthly pensions Fund admin environment. Or 2 years withdrawal
strategies. Develop workplans with key clients. Provide monthly progress reports. Roll out Amrod initiatives. Travel client needs and market conditions. Salary – R30 to R35 000 per month
strategies. Develop workplans with key clients. Provide monthly progress reports. Roll out Amrod initiatives. Travel client needs and market conditions. Salary – R30 to R35 000 per month
metrics to achieve productivity targets, reduce costs, eliminate errors, and deliver excellent customer required. Targets: Conduct targets reviews and report cost plans to senior management. Manage and direct business (advantageous) Remuneration: R75 000 – R90 000 per month dependent on qualification and experience.
processing • Credit card maintenance and processing the cost into sage • Creation and capture to sage of all reconciliations • Clerical services in the accounting function. • EQSTRA account is maintained and vehicles are allocated function. Tertiary education (Diploma or similar) in Accounting • SAGE 300 experience • Proven experience in
processing • Credit card maintenance and processing the cost into sage • Creation and capture to sage of all reconciliations • Clerical services in the accounting function. • EQSTRA account is maintained and vehicles are allocated function. Tertiary education (Diploma or similar) in Accounting • SAGE 300 experience • Proven experience in