(Key Individual exam) • FAIS Regulatory exam RE5 (Reps) • Class of Business training will be to your advantage
Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn up, RMCP Emails to be sent, Submission
Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn up, RMCP Emails to be sent, Submission
Communicate effectively and regularly with sales reps (domestic and international), work together to close
and updates to both senior management and sales reps to track sales performance Strategic planning to
and updates to both senior management and sales reps to track sales performance Strategic planning to
direct competitor within the allocated areas (Sales Reps). Sales Specialist Ways of Working: Sales Specialists