clients satisfied and delivering exceptional client service on a day-to-day basis Liaise between the customer
clients satisfied and delivering exceptional client service on a day-to-day basis Liaise between the customer
is tailor made and accompanied by our Amazing service 1. Source potential clients Using proactive prospecting Minimum of 3 years in sales (currently). Financial services industry will be an advantage. Excellent communication
is tailor made and accompanied by our Amazing service 1. Source potential clients Using proactive prospecting Minimum of 3 years in sales (currently). Financial services industry will be an advantage. Excellent communication
holistic financial planning and investment advisory services. Present financial strategies and solutions Develop
holistic financial planning and investment advisory services. Present financial strategies and solutions Develop
their objectives. Ensure the correct products and services are delivered to customers promptly. Serve as
their objectives. Ensure the correct products and services are delivered to customers promptly. Serve as
industry. - Keeping up to date with competitor service offerings and industry developments. • People Leadership
industry. - Keeping up to date with competitor service offerings and industry developments. • People Leadership