Acumen Relationship building with retail sales staff and management. Strong communication & negotiation
upskilling new and existing Financial Advisors and their staff.
SUPPORT FUNCTIONS
outstanding payments from customers Communicate with staff and customers at various levels Resolve any issues
outstanding payments from customers Communicate with staff and customers at various levels Resolve any issues
requirements, work with management team and operating staff to ensure quality and profitable service is delivered
inter-relationship and cooperation with all field staff. Minimum monthly reports, weekly telecons (Sales
outstanding payments from customers Communicate with staff and customers at various levels Resolve any issues
outstanding payments from customers Communicate with staff and customers at various levels Resolve any issues
relevant information being verified by a BA Personnel staff member. We further would like to thank you for your
inter-relationship and cooperation with all field staff. Minimum monthly reports, weekly telecons (Sales