relationships Coordinate with sales teams to develop mutually beneficial proposals Negotiate contract terms
Planning: Develop customized strategic plans to achieve mutual success, aligning sales targets and market share
relationships
flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors
Interface with existing strategic customers to solidify mutual expectations of performance and growth Maintain
Negotiate terms and conditions with clients, ensuring mutually beneficial agreements. Prepare and manage contracts
Negotiate terms and conditions with clients, ensuring mutually beneficial agreements. Prepare and manage contracts
flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors
flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors
pricing, and terms with key accounts to ensure mutual benefit.
Monitor contract compliance