Retention Adviser

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

**Introduction**Role Purpose**Requirements**: - Matric/Equivalent qualification - Leadership or management studies completed or in progress will be beneficial. - Previous retention/customer service experience is essential - Previous leadership experience will be favourable - Must have completed the necessary regulatory exam/s (RE)as well as Full...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...

To comply and act in accordance with clients on scripted and recorded outbound calls complying with effective quality assurance processes and retention strategies with the aim of building customer relationships to increase loyalty and retain business. Non - Payments - Review premium history to determine the date premium last paid and status of the policy. -...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.Momentum Group | South Africa Financial...

**Responsibilities**: Strategic Leadership: - Support the formulation of STA strategy by identifying key areas through which the associated Underwriting experience should be advanced to be relevant and market leading - Drive continuous improvement within Underwriting, Conversions and Technical Underwriting areas - people, process, technology, data -...

**Designation**: Head of Underwriting | Centurion, Gauteng | Permanent **Category**: Technical Support **Job Level**: Top Management **Posted by**: PSG Financial Services **Posted on**: 21 Nov 2024 **Reference Number**: POS01977 **Closing date**: 30-Nov-2024 **Position Type**: Permanent **Location**: Centurion Hall...

**Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

To provide underwriting assistance to the Adviser. The position will focus on both personal and commercial lines business. **Responsibilities**: - Underwriting of existing business - Liaising with clients - Preparing quotations - Issuing and managing new policies, renewals, and endorsements - Manage premium collections - Identifying/optimising business...

Our client is on the hunt for a candidate to take on the role of the Head of Wealth Management. The successful candidate will need to offer investment support and implement the wealth management value proposition and solutions for the Financial Advisers. The role ensures alignment with internal views and promotes financial wellness and a client-centric...

**Job Advert Summary**: To effectively and efficiently administer from creation through to use, storage, reuse, and disposition (destruction and/or archiving), all the recorded information and in-process records of the company, regardless of medium or characteristics. To develop and manage a company wide Records Management programme designed to ensure record...

**Primary Purpose** To accurately and efficiently process and record routine branch banking transactions. Promote and advise clients on banks products and services. **Minimum Requirements** **F**INANCE Financial Management - Manage expenses by minimizing losses, write offs and revenue leakages - Provides forex services to clients - Manage client accounts...

**Introduction** Through our client-facing brands Metropolitan and Momentum, and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

**Introduction** Through our client-facing brands Metropolitan and Momentum, and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

**VACANCY | INSURE ASDVISER ASSISTANT | CENTURION, GAUTENG | PERMANENT** PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage...

The Wealth Management Specialist is responsible for evaluating clients' financial situations, crafting customized investment plans, and offering ongoing advice to enhance their wealth. The role involves regular portfolio reviews and strategy adjustments to meet clients' evolving needs.Key Responsibilities:Strategic Wealth Management:Conduct comprehensive...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

The Human Resources Officer will primarily be responsible for providing HR support and guidance to managers and employees across the factories of the AFGRI Animal Feeds Division. Responsibilities include, but are not limited to, recruitment, onboarding, training and development, performance management, employee wellness, and employee relations. **REQUIRED...

Gauteng, Centurion - Market related - Market related Monthly Basic Salary (Market related, Negotiable) CALL CENTRE AGENT WITH UNDERMENTIONED KNOWLEDGE. - Adding or removing of dependants._ Processing medical scheme membership card requests and ensuring that it will be delivered to the correct address. Sending membership certificates when...