Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
ambitious delivery goals.
reporting any mechanical issues or damage immediately Securely load and unload goods, following proper handling
(Grade 12/National Senior Certificate)
would be beneficial
telephone etiquette
• Sales Orientated
• MS Office, E-mail, Internet
Note To