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
/>Achieve Sales Targets.
Structured weekly call planner and call reporting detailing progress with new
with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and
Make professional appointments with financial planners, brokers, and wealth managers to showcase our
Make professional appointments with financial planners, brokers, and wealth managers to showcase our
with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and
ensure no opportunities are lost Complete weekly planners to ensure excellent time and territory management
with sales consultants
Monitoring of call planners and report analysis weekly and monthly reporting
ensure no opportunities are lost Complete weekly planners to ensure excellent time and territory management
ensure no opportunities are lost Complete weekly planners to ensure excellent time and territory management