Reference: 9091 SJ
Consultant: Sone Johnson
Job Description:
Interact, manage and provide effective client service
Prepare and finalise commission statements
Implement new business
Prepare investment quotes
Prepare client files
Process client queries and instructions
Administer all products
Coordinate prospect projects
Research product information
Maintain the CRM system
Qualifications:
Grade 12 / NQF4 qualification
RE5
2 – 3 years relevant work experience within the financial services industry
Proficient in both spoken and written English and at least one other of the official South African languages
Computer literacy (MS Office)
How to Apply:
Email your comprehensive CV to
[email protected].
If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
We reserve the right to only conduct interviews with candidates of choice.
Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.
