compliance with legal requirements
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/>Wealthcraft database to be kept updated
Calling for policy information
Excellent communications
etc • Planning as well as submission of weekly calls and reporting on weekly activities • Customer account with a briefing on what transpired during sales calls Requirements • Experience and or knowledge in an Update CTC reports weekly • Call on assigned customers base with 8 constructive call daily. • Product introduction
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