Assessments Excellent sales and negotiating skills Good admin and computer skills GENERAL Valid driver's licence
Assessments Excellent sales and negotiating skills Good admin and computer skills GENERAL Valid driver's licence
existing membership: Ensure new members details are captured correctly Ensure member are invoiced correctly renewals Add/Improve on membership info currently captured Maintain all membership records Transfer membership
existing membership: Ensure new members details are captured correctly Ensure member are invoiced correctly renewals Add/Improve on membership info currently captured Maintain all membership records Transfer membership
Description
Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients
Capturing, processing and following up on applications
Ensuring
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking
conduct 10 business meetings per week.
Qualifications
metrics and consistently achieving minimum metrics. Capturing and recording sales call details 100% in the CRM
metrics and consistently achieving minimum metrics. Capturing and recording sales call details 100% in the CRM