consultants to join our ever growing team at the head office in Bedfordview. Attaining New Dealers • Maintaining customers about new products and benefits, ensure all knowledge of insurance products is up to date. • underwritten. • Ensure that all admin is completed daily. • At all times, update Cura with all details pertaining and passing tests on a monthly basis. • Perform all other assigned duties. Key Competencies • Negotiation
Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code. This Profile, Replacement Comparisons. Ensuring that all Compliance documentation is saved on X-plan and that documentation and Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that one another. GENERAL ADMIN Checking and updating of client contact details at all times. Creating and appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code. This Profile, Replacement Comparisons. Ensuring that all Compliance documentation is saved on X-plan and that documentation and Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that one another. GENERAL ADMIN Checking and updating of client contact details at all times. Creating and appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
fully computer literate (MS Word, Excel). Strong admin skills. Must have 5 years or more sales experience include Effectively communicating with customers on all aspects of the business, i.e progress on orders,
settings. Team Player: Everyone works together on all accounts. They ensure every voice is heard and everyone strategy on behalf of their clients Organisational Admin: Handle administrative tasks such as taking meeting Professional: You'll exhibit professionalism at all times, being polite, diligent, proactive and kind Proficient in LinkedIn, Sales Navigator, Microsoft Office, Email, and Twitter Committed to giving your best
settings. Team Player: Everyone works together on all accounts. They ensure every voice is heard and everyone strategy on behalf of their clients Organisational Admin: Handle administrative tasks such as taking meeting Professional: You'll exhibit professionalism at all times, being polite, diligent, proactive and kind Proficient in LinkedIn, Sales Navigator, Microsoft Office, Email, and Twitter Committed to giving your best
with: Great sales experience Good knowledge of admin A love of high end fashion Confident and outgoing
with: Great sales experience Good knowledge of admin A love of high end fashion Confident and outgoing
managing their online diary (with support from the admin team) • Must be computer literate - Software used: requires strong inter-personal, organisational, admin and multi-tasking skills. • Must be fluent in English
managing their online diary (with support from the admin team) • Must be computer literate - Software used: requires strong inter-personal, organisational, admin and multi-tasking skills. • Must be fluent in English