as uploading quotations prior to Financial Advisor/s meeting with the client
Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients
Checking the diaries appointments for quality control prior to Advisor/s meeting with the client
In house servicing Upgrades the Advisor/s and the Financial Planning Practice
Striving to assist your broker/s in achieving
source new business. Matric, a valid SA I.D and driver s license coupled with a leadership or sales related
REQUIREMENTS
Grade 12.
Relevant qualification/s advantageous.
Valid drivers
achieve sales targets and contribute to the company ' s growth. A degree or diploma in sales or commerce. solution sales role. Own vehicle and valid driver ' s licence . Proficiency in Hubspot (CRM) and Microsoft
achieve sales targets and contribute to the company ' s growth. A degree or diploma in sales or commerce. solution sales role. Own vehicle and valid driver ' s licence . Proficiency in Hubspot (CRM) and Microsoft
looking for an enthusiastic, dynamic sales consultant/s to join their teams. Individual must be able to work
looking for an enthusiastic, dynamic sales consultant/s to join their teams. Individual must be able to work
products and services that could fit into customer´s business needs, conduct product trainings/workshops of Mann Hummel Product range as well as customer´s business. Business acumen, customer orientation, organization
of Mann Hummel Product range as well as customer´s business.