products or services based on the customer's needs and or market needs. Follow up on leads generated (including / Suggest products or ranges based on customer needs, identified opportunities or current stock levels
products or services based on the customer's needs and or market needs. Follow up on leads generated (including / Suggest products or ranges based on customer needs, identified opportunities or current stock levels
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs. Monitor and report on the success and implementation
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate and engage clients in order to better meet their needs. Monitor and report on the success and implementation
Collaborate with clients to understand their logistics needs and propose customized solutions. Growing existing
as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
goals. Self-starter able to identify work that needs to be done and does it without required instruction
while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive
while being flexible to accommodate the changing needs of the clients. Teamwork: be a reliable and productive