.. : Sage Cloud Accounting, Xero, QuickBooks online and Pastel Partner. Payroll Administration exp and added advantage: Sage Cloud Payroll, Simple Pay, Sage VIP - .. depending on studies and experience. Company will provide laptop with all relevant software. Well spoken person English and Afrikaans - age <30 preferably .. read more
Business Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Company offers the following:
Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access Access to business coaching and client advice support Assistance with practice management Training support, i.e. technical and soft skills training Access to an effective lead generation systems and training Support with succession planning Support with unlocking of equity from adviser practices
Output/Core Tasks:
Establish long-term relationships with clients Financial planning for clients Focus on identifying client needs and then offer suitable financial solutionsProvide excellent service orientation and frequent contact with clients
Requirements:
Matric or NQF4 equivalent certification (Essential) Tertiary Certificate and or Degree (Essential) Financial qualification and or RE5 accredited Driver’s license with own vehicle (Essential) Sales Experience and Skills (Essential) At least 1 year experience in long-term insurance or at least 3 years’ experience in short-term insurance
NB 15k basic salary plus uncapped commission
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