Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to brokers (advisors) and servicing them to grow our distribution network. They need to assist with fostering long-term presentations and meetings to promote our products and services and attract broker interest. ONBOARDING AND TRAINING sell our products to clients. BROKER SUPPORT AND SERVICE Serve as the main point of contact for brokers FUNCTIONS Support the administration and client service departments to ensure smooth operations and client
executing sales strategies, and ensuring premium service delivery. The ideal candidate will possess excellent to identify trends, opportunities, and potential risks Develop detailed sales plans, including territory developments and services - Site & Service Support: Collaborate with internal teams such as service, deployments all training documentation is submitted to the service team immediately after training Train the client by internal service department that require client meetings or on-site intervention Assist Operations
executing sales strategies, and ensuring premium service delivery. The ideal candidate will possess excellent to identify trends, opportunities, and potential risks Develop detailed sales plans, including territory developments and services - Site & Service Support: Collaborate with internal teams such as service, deployments all training documentation is submitted to the service team immediately after training Train the client by internal service department that require client meetings or on-site intervention Assist Operations
your mission is to meet with company Owners and Directors daily, guiding them to: Craft meaningful personal
your mission is to meet with company Owners and Directors daily, guiding them to: Craft meaningful personal
Product Specialist: Financial Advisory Services - Remote The purpose of the Product Specialist is to brokers (advisors) and servicing them to grow our distribution network. They need to assist with fostering long-term presentations and meetings to promote our products and services and attract broker interest. ONBOARDING AND TRAINING sell our products to clients. BROKER SUPPORT AND SERVICE Serve as the main point of contact for brokers FUNCTIONS Support the administration and client service departments to ensure smooth operations and client
departments such as finance, operations, and customer service to coordinate activities related to quotations team as needed. Providing Administrative Support: Assist the Commercial team with administrative tasks such
departments such as finance, operations, and customer service to coordinate activities related to quotations team as needed. Providing Administrative Support: Assist the Commercial team with administrative tasks such
internal and external customers to ensure excellent service delivery. Understanding the industry and being the continual development of the Money Market service offering. • Be innovative in identifying growth suppliers/customers and sign them up for the supplier payments service to increase revenue. • Ensure regular engagement mechanism to gather customer insights and improve service quality. • Ensure effective customer onboarding onboarding and the successful utilisation of their services. • Determine key sales targets and ensure the timely
internal and external customers to ensure excellent service delivery. Understanding the industry and being the continual development of the Money Market service offering. • Be innovative in identifying growth suppliers/customers and sign them up for the supplier payments service to increase revenue. • Ensure regular engagement mechanism to gather customer insights and improve service quality. • Ensure effective customer onboarding onboarding and the successful utilisation of their services. • Determine key sales targets and ensure the timely