individual to fill the position of Merchandise / Planner, the successful candidate will be based in our Durban Offices. Purpose The Merchandise/Retail Planner develops, maintains, analyzes and executes category level item plans for one or more departments. The Planner is also responsible for store allocations and works
Make professional appointments with financial planners, brokers, and wealth managers. Build and maintain
Make professional appointments with financial planners, brokers, and wealth managers. Build and maintain
research, leads input and moving the customers to the planner activity Setting up constructive appointments for
with prospects to attain the Certified Financial Planner (CFP) title.
with prospects to attain the Certified Financial Planner (CFP) title.
business opportunities Appointments are diarised on a planner and presentations are prepared Appointments with Visits to clients are made in accordance with planner and/or needs identified through feedback from operations
business opportunities Appointments are diarised on a planner and presentations are prepared Appointments with Visits to clients are made in accordance with planner and/or needs identified through feedback from operations
with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and