and do collections and give customers information about products and services and helping customers understand understand the product and answering questions about their services. Requirements · Excellent listening
About the company: We are an independent, specialist brokerage. We offer financial planning, asset management estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial excellence to join our growing team. The role is about shaping the future of our niche client base and
their team. The ideal candidate will be passionate about customer service, eager to learn, and ready to take and client interactions on system. Stay informed about market trends, competitor activities, and industry
their team. The ideal candidate will be passionate about customer service, eager to learn, and ready to take and client interactions on system. Stay informed about market trends, competitor activities, and industry
are looking for an individual who is passionate about customer experience.
We are looking
are looking for an individual who is passionate about customer experience.
We are looking
customers happy and closing sales. We can teach them about managing the sales team but the knowledge is more
history and records Obtain additional information about an applicant to determine coverage needs Determine
meeting room requirements