current reports and Setup of new reports where needed. Ensure all is completed accurately and efficiently queries Maintaining and controlling stationery, promotional and marketing items Assist with updating daily reports Assist and facilitate on site medicals if needed Update and maintain database Monthly
current reports and Setup of new reports where needed. Ensure all is completed accurately and efficiently queries Maintaining and controlling stationery, promotional and marketing items Assist with updating daily reports Assist and facilitate on site medicals if needed Update and maintain database Monthly
resources, promoting efficiency, high performance, and overall value for money.
resources, promoting efficiency, high performance, and overall value for money.
reconciliations of suspense accounts and managing promotions. Preparing necessary monthly, weekly and daily
reconciliations of suspense accounts and managing promotions. Preparing necessary monthly, weekly and daily
conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise
conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise
building; Identify the primary financial and emotional needs of the potential client by asking open ended questions potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business Update the client
building; Identify the primary financial and emotional needs of the potential client by asking open ended questions potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business Update the client