Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
product proposals and confirming policy sales. He/She must build relationships with clients to ensure retention
product proposals and confirming policy sales. He/She must build relationships with clients to ensure retention
product proposals and confirming policy sales. He/She must build relationships with clients to ensure retention
responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products from IFA’s, their assistants, and administration office
least 3 years' experience using Sage 300 People MS Office – Excel Advanced skills Excellent communication
budgets and reporting performance against budgets. MS Office advanced skills (mainly PowerPoint and Excel) Experience
budgets and reporting performance against budgets. MS Office advanced skills (mainly PowerPoint and Excel) Experience