and our nationwide franchise operations with the primary focus on shaping the future of our sales processes
ensuring strategic customers and products are included Pre-call planning should be completed prior to each call
into applications. Drive application acceptance and pre-registration fee payment. Achieve individual targets
into applications. Drive application acceptance and pre-registration fee payment. Achieve individual targets
ensuring strategic customers and products are included Pre-call planning should be completed prior to each call
the Dealer Gateway system. Support with OEM and Pre-Owned contacts by ensuring accuracy and completeness
the Dealer Gateway system. Support with OEM and Pre-Owned contacts by ensuring accuracy and completeness
Assistants align with the PCS CRMs to ensure complete pre-population of PCS mandates and applications. All Planning Partners at client events. Function as a primary point of contact for clients thus strengthening
entertain clients at marketing events. Function as a primary point of contact for clients in the financial planning