essential for negotiating with buyers, explaining product features, and closing sales. Ability to build and
essential for negotiating with buyers, explaining product features, and closing sales. Ability to build and
trouble shooting. Reporting on absenteeism, productivity, sales results and coaching sessions conducted
trouble shooting. Reporting on absenteeism, productivity, sales results and coaching sessions conducted
areas with regards to X-plan or Office 365 or products, etc. where the Brokers or team can benefit from plug-ins with regards to X-plan or Office 365 or products, etc. where the Brokers or team can benefit from
areas with regards to X-plan or Office 365 or products, etc. where the Brokers or team can benefit from plug-ins with regards to X-plan or Office 365 or products, etc. where the Brokers or team can benefit from
needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal Preparation of client portfolio's using Astute and / or product provider information. Ensuring XPlan Policy Schedules
identify opportunities for process improvements and product enhancements based on client feedback and industry
action where necessary. Collate and prepare daily production scrap reports & attend daily scrap meeting
action where necessary. Collate and prepare daily production scrap reports & attend daily scrap meeting