preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and business and servicing pipeline and following up on new business and outstanding servicing requirements appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD must be maintained by attending training sessions and ongoing training towards a full CFP qualification
preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and business and servicing pipeline and following up on new business and outstanding servicing requirements appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD must be maintained by attending training sessions and ongoing training towards a full CFP qualification
Install and Train clients on all products and services offered. Focus on Client service and ensure all clients, by selling benefits ofsystems, support and training on Company's products. Cold calling and new bussiness
sales. Ensure ED indirect customers are properly serviced, maintained, branded, and merchandised as necessary Passionate IT literate and the ability to handle electronic data. Excellent communication skills, both written
Sales agents needed for a Financial Services sales environment. The successful candidate will be responsible processes are adhered to Clearly communicate the service we are rendering Meet sales targets The requirements: (closing sales) in Debt Review or any other financial services sector Computer savvy - should be able to work work and navigate a sales force CRM (training will be provided) Excellent communication and listening skills
Sales agents needed for a Financial Services sales environment. The successful candidate will be responsible processes are adhered to Clearly communicate the service we are rendering Meet sales targets The requirements: (closing sales) in Debt Review or any other financial services sector Computer savvy - should be able to work work and navigate a sales force CRM (training will be provided) Excellent communication and listening skills
unsuccessful. You have the right to “Opt-Out” of electronic communications from us at any time and you also
unsuccessful. You have the right to “Opt-Out” of electronic communications from us at any time and you also
unsuccessful. You have the right to “Opt-Out” of electronic communications from us at any time and you also
unsuccessful. You have the right to “Opt-Out” of electronic communications from us at any time and you also