research, leads input and moving the customers to the planner activity
the assigned sector
research, leads input and moving the customers to the planner activity Setting up constructive appointments for
and support to customers; Completion of weekly planner and activity report for submission to direct manager;
with prospects to attain the Certified Financial Planner (CFP) title.
with prospects to attain the Certified Financial Planner (CFP) title.
Sales consultant The OPPORTUNITY: Starting as a trainee, this has the potential to quickly become a hand's
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
/>Achieve Sales Targets.
Structured weekly call planner and call reporting detailing progress with new