responsibilities/Key performance areas: Marketing Automation system specialist that creates and executes customer campaigns Management or Customer Relationship Management Diploma or equivalent on Marketing Automation strategy marketing automation, or any other marketing automation system including Hubspot, Klaviyo, etc. Are able to see or Email Service Platform. Have knowledge of financial services valuable but not required Have strong
responsibilities/Key performance areas: Marketing Automation system specialist that creates and executes customer campaigns Management or Customer Relationship Management Diploma or equivalent on Marketing Automation strategy marketing automation, or any other marketing automation system including Hubspot, Klaviyo, etc. Are able to see or Email Service Platform. Have knowledge of financial services valuable but not required Have strong
Requirement
documentation and Financial Needs Analysis (FNA)accompany all new business
budgeting, forecasting and financial analysis
customer details and communication on customer debtor system (CDS). Ensure quality of calls in line with service the existing database Use a script to present information and explain available product
customer details and communication on customer debtor system (CDS). Ensure quality of calls in line with service the existing database Use a script to present information and explain available product
payments
payments
incepted monthly Dealing with queries and providing information for sales and service issues Identify new potential consulting experience in the short term insurance financial services industry Experience in maintaining and