Compliance is completed correctly
GENERAL ADMIN
TRAINING
towards a full CFP i>Fit & Proper Training as per Board notice 190 (2017)
Clients interpreting their needs and requirements. Provide both pre-sales and post-sales support to the Clients conferences, and other marketing events. Provide training and product support for the technical teams
Clients interpreting their needs and requirements. Provide both pre-sales and post-sales support to the Clients conferences, and other marketing events. Provide training and product support for the technical teams
& Satisfaction Ability to identify and provide training Practice assistant equipped with knowledge to Practice Manager, Senior Specialist Weekly training, structured and monthly team meeting (Motivational) follow-up on credit note and refund sysaid requests Providing feedback regarding customer care requests - medical
& Satisfaction Ability to identify and provide training Practice assistant equipped with knowledge to Practice Manager, Senior Specialist Weekly training, structured and monthly team meeting (Motivational) follow-up on credit note and refund sysaid requests Providing feedback regarding customer care requests - medical
policies incepted monthly Dealing with queries and providing information for sales and service issues Identify business growth Conduct Product Training with Brokers – new and ongoing training Scheduling and attending meetings
policies incepted monthly Dealing with queries and providing information for sales and service issues Identify business growth Conduct Product Training with Brokers – new and ongoing training Scheduling and attending meetings
to our clients. World class teaching and training is provided with excellent earning potential. Meeting
to our clients. World class teaching and training is provided with excellent earning potential. Meeting
planning activities as well as formal and informal training and coaching; gain or maintain external professional Customer-Focused Approach Works without supervision and provides technical guidance when required to orient the Understands Customer Needs Works without supervision and provides technical guidance when required to quickly and expectations Builds Rapport Works without supervision and provides technical guidance when required to quickly and client's time, Incorporates client's point of view, Provides relevant context, Confirms understanding, Reinforces