leads, meet with clients, complete a financial needs analysis, and present them with customised financial they will market insurance options that suit their needs. To be successful as an Advisor, the Financial Advisor
leads, meet with clients, complete a financial needs analysis, and present them with customised financial they will market insurance options that suit their needs. To be successful as an Advisor, the Financial Advisor
currently fills this requirement, considering the need for high detail-orientation and risk-prevention spreadsheet according to how the next person will need to understand it. Ensure spreadsheets and files is complete open transparent communication. Ops needs to update spreadsheet (Project Status Spreadsheet) intellectual capability to understand the client needs & also understand the client's requirements plan. Ops needs to be flexible when life happens and be able to think on their feet. Clients needs change
currently fills this requirement, considering the need for high detail-orientation and risk-prevention spreadsheet according to how the next person will need to understand it. Ensure spreadsheets and files is complete open transparent communication. Ops needs to update spreadsheet (Project Status Spreadsheet) intellectual capability to understand the client needs & also understand the client's requirements plan. Ops needs to be flexible when life happens and be able to think on their feet. Clients needs change
quickly and accurately. The right candidate will need the ability to supervise department. REQUIREMENTS
quickly and accurately. The right candidate will need the ability to supervise department. REQUIREMENTS
departments in dealing with customer requests and needs in an attempt to optimise sales and revenue. Use relevant questions to understand the client and their needs. Match the correct product to the client. Accurately
departments in dealing with customer requests and needs in an attempt to optimise sales and revenue. Use relevant questions to understand the client and their needs. Match the correct product to the client. Accurately
execute the production schedule to meet business needs. Deliver product quality and customer service excellence extended hours, and weekends as required by business needs Proficient in Microsoft Word, Excel, and Outlook
execute the production schedule to meet business needs. Deliver product quality and customer service excellence extended hours, and weekends as required by business needs Proficient in Microsoft Word, Excel, and Outlook