Finance and Insurance Sales Executive

Company

Staff Solutions

Location

Isando, South Africa

Type

Permanent

            Job Description: 

Compliance oriented 

Do contracts on Xperteck 

Securing files digital and hard copies

Yearly training to stay compliant with regulations (18 cpd points per year)

General reports for month end

Do sanction screening off deals before invoicing

General admin duties

Natis documents gets to relevant banks

Signing off clients contracts either on site or off site 

Follow up constantly with sales on the progress of deals as clients phones F&I to follow up in their deliveries and progress to trucks

Relationship building with Sales Executives

Support to Sales Executive 

Complete process of finance from start to end with banks

Send POP to accounts and sales executives once payments on deal have been made 

Daily banking allocations

Req...

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Finance and Insurance Sales Executive

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