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
with prospects to attain the Certified Financial Planner (CFP) title.
with prospects to attain the Certified Financial Planner (CFP) title.
Administration associated with the position. Assisting and supporting technical services where needed satisfaction. Assist when needed with Successful congresses and training workshops. Assist with Identifying the SBU. Achieve annual sales budgets per SBU. Assist where need to attend to Daily Ariba/Trade world the month. Weekly call reports and Weekly call planners to be recorder on Force Manager and to be sent at Sales Consultants'- and management-meetings. Assist with product queries and/or technical/clinical
Administration associated with the position. Assisting and supporting technical services where needed satisfaction. Assist when needed with Successful congresses and training workshops. Assist with Identifying the SBU. Achieve annual sales budgets per SBU. Assist where need to attend to Daily Ariba/Trade world the month. Weekly call reports and Weekly call planners to be recorder on Force Manager and to be sent at Sales Consultants'- and management-meetings. Assist with product queries and/or technical/clinical
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
. Sales rep management · Check that reps call planners are done by the 1st of every month. · Plan to week) · To ensure that all visits are done as per planner and is recorded on Salesforce. · To ensure that increase GP%. · Assist branch managers with vehicle and route planning, fuel, expenses etc. · Assist Branch Managers Managers with new appointments and interviews. · Assist Branch Managers with disciplinary and HR related Debtors Liaison · Motivate and assist with credit limit increases. · Assist with queries and collections
1. Sales rep management · Check that reps call planners are done by the 1st of every month. · Plan to week) · To ensure that all visits are done as per planner and is recorded on Salesforce. · To ensure that increase GP%. · Assist branch managers with vehicle and route planning, fuel, expenses etc. · Assist Branch Managers Managers with new appointments and interviews. · Assist Branch Managers with disciplinary and HR related Debtors Liaison · Motivate and assist with credit limit increases. · Assist with queries and collections