financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide Development Develop and implement a customer contact plan to communicate product launches and engage the potential by participating in assessment and development planning activities as well as formal and informal training consideration. Builds rapport with ease. Plans and Aligns Plans and prioritizes work to meet commitments organizational goals. For example, stays focused on plans and improvises in response to changes, including
organizational goals by ensuring the effective planning and execution of the Enterprise's Customer Marketing Work with multiple stakeholders for the strategic planning, development and timely execution of integrated Provide technical guidance when required on how to plan, organize, prioritize and oversee activities to expertise in digital marketing practices. Have good planning, decision-making and problem-solving abilities
organizational goals by ensuring the effective planning and execution of the Enterprise's Customer Marketing Work with multiple stakeholders for the strategic planning, development and timely execution of integrated Provide technical guidance when required on how to plan, organize, prioritize and oversee activities to expertise in digital marketing practices. Have good planning, decision-making and problem-solving abilities
that all Compliance documentation is loaded on X-plan for the Internal ComplianceOfficer as well that be received by the Advisor/s and the Financial Planning Practice; Interact with clients diligently and insurance industry as a Broker Assistant essential X-Plan Insurance Package experience highly beneficial Word
that all Compliance documentation is loaded on X-plan for the Internal ComplianceOfficer as well that be received by the Advisor/s and the Financial Planning Practice; Interact with clients diligently and insurance industry as a Broker Assistant essential X-Plan Insurance Package experience highly beneficial Word
stakeholders Strategic planning: Provide financial input and support for strategic planning initiatives Compliance
Astute downloads to Data Capturer
documentation and
monitoring and analysis tools, as well as capacity planning methodologies. Experience with managing and building
Assistant / Area Manager.
- Plan and budget for hosted educationals in conjunction
compliance and regulatory reporting. Effective planning and time management abilities. R20k Negitiable