customer experience. Deliver accurate product information, quotes, and proposals to potential customers
management and value proposition communication. Stay informed about industry trends, market developments, and
objectives Ensuring all client personal and financial information is securely handled and stored Ad-hoc: Providing
objectives Ensuring all client personal and financial information is securely handled and stored Ad-hoc: Providing
pro-active communication and information sharing, to ensure team members are kept informed Daily monitoring of
pro-active communication and information sharing, to ensure team members are kept informed Daily monitoring of
out-of-the-box,easily initiates,relaxed but informative two-way phone conversations with prospects, and
out-of-the-box,easily initiates,relaxed but informative two-way phone conversations with prospects, and
units where required to keep departments well informed of developments / projects within your region
units where required to keep departments well informed of developments / projects within your region