compliance with legal requirements
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Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
Receptionist – answering the switchboard, transferring calls, and taking messages General typing Assisting with clients Life/Investment Planning requirements Calling for policy information To assist where necessary
grow current business Research new customers Cold Calling for new Business Send Tariffs Create and send out
Answering the phone in a timely manner and directing calls to the correct department. Attending to visitors
Answering the phone in a timely manner and directing calls to the correct department. Attending to visitors
life / investment planning requirements.
Calling for policy information.
To assist where necessary
from suppliers where required, completing detailed call reports, promoting and selling existing and new
from suppliers where required, completing detailed call reports, promoting and selling existing and new