compliance with legal requirements
/>Wealthcraft database to be kept updated
Calling for policy information
Excellent communications
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
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
and to other sites as and when required - answer calls from customers regarding their inquiries - ensure
other sites as and when required
- answer calls from customers regarding their inquiries
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