opportunities are lost
Make professional appointments with financial planners, brokers, and wealth managers. Build and maintain
Make professional appointments with financial planners, brokers, and wealth managers. Build and maintain
e Sales Targets.
Structured weekly call planner and reporting detailing progress with new business
Application support when required Completion of weekly planner and activity report for submission to direct manager
Application support when required Completion of weekly planner and activity report for submission to direct manager
support when required
Completion of weekly planner and activity report for submission to direct manager