resolving issues, and managing customer expectations. Assist in preparing sales material and documentation as
specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure
specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure
budgets : Work closely with the finance team to assist in the compilation of a detailed achievable annual
budgets : Work closely with the finance team to assist in the compilation of a detailed achievable annual
tabled Setup membership reporting dashboard to assist management decision making General Drive new ideas
tabled Setup membership reporting dashboard to assist management decision making General Drive new ideas
Selling the relevant quote to the client and assisting them in making an informed decision regarding
Selling the relevant quote to the client and assisting them in making an informed decision regarding
performance vs. targets and 12-month unit sales trends. Assist Sales leadership with ad hoc reporting requests