Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Company Name: Attooh. Personal Assistant & Sales Associate for a Financial Advisor a Premier financial a dynamic individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor correspondence and assist with document preparation. Maintain client records and update databases. Assist with travel satisfaction by delivering exceptional service. Assist in organizing client events and seminars. Requirements:
options and loan applications can be helpful in assisting customers. Technical knowledge: While not required mutually agreeable outcome. Process paperwork: Assist with completing necessary paperwork, including advice and competitive options. Professionalism: Maintain a professional demeanor throughout your interactions
closely with the Business Development Managers assisting them with current and new business opportunities maintaining high standards of competence, professionalism and service. Key Responsibilities include the
closely with the Business Development Managers assisting them with current and new business opportunities maintaining high standards of competence, professionalism and service. Key Responsibilities include the
to conduct a proper needs analysis and offer professional advice. - Sign up a minimum of 5 active lead and standards of all Insurance regulations and professional guidelines and ethics - Maintain appropriate and knowledge in order to provide specialist, professional advice in all relevant business areas - Maintain Maintain the required dress code and professional appearance Competencies required. - Technical Retail Acumen for Representatives (RE5) - 12 CPD (continuous professional development) points - Minimum of 3 years' experience
relationships with healthcare professionals. Identify doctors, healthcare professionals, clinics who would benefit
consumables and support, is looking for a motivated professional salesperson to join their team.
Duties
energetic sales team. We need an experienced sales professional to drive sales, lead and coach a team of driven
energetic sales team. We need an experienced sales professional to drive sales, lead and coach a team of driven
(manufacturing industry experience preferred)