and revenue forecasts using CRM Participate in events, conferences, and networking opportunities for
all received Product Quality Complaints, Adverse Events and Medical Enquiries to the relevant person in
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
the adviser's estate/chosen beneficiary in the event the adviser passes away or become disabled Senior
Perform accurate diagnosis / troubleshooting in event of breakdown of equipment; communicate what repairs
Region specific promotions, arrangement of local events, and working out local Guarantee and improve product
Region specific promotions, arrangement of local events, and working out local Guarantee and improve product
management and marketing support Attend all client events with Financial Planning Partners (when required) required). Host and entertain clients at marketing events. Function as a primary point of contact for clients