Personal Financial Advisor
Old Mutual
Total years of experience :15 years, 4 Months
Selling Life Policies, Investments,
Short term Insurance
Holistic Financial Planning for Clients
Target driven
Commission Based
Admin
Filling
Duties:
Buying materials for several sites
Quotations for tenders
Fleet management
Transport logistics
Sourcing materials
Accounts - Payments to suppliers
Compiling statements
Capturing of invoices daily
Costing per site
Switchboard operator
Receptionist
Cash desk Operator
Sales Consultant
All Admin regarding dockets receipts
Opening new accounts
Responsible for any customer queries and feedback
Placing orders for motor parts
Technical reports on service history
Insurance claims reports
Operation codes
Filing and completing job cards
Checking parts codes
Receptionist
Costing