with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; required to complete and passthe FICA assessment. Assisting clients in going from blue to gold on Vitality experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal
view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns leads from referrers Telephonic reviews & assisting Advisors with general client reviews internal
marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters
marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters