personal lines • Quotations for clients • Follow up on leads • Building a client base • Advising clients personal lines • Quotations for clients • Follow up on leads • Building a client base • Advising clients
personal lines • Quotations for clients • Follow up on leads • Building a client base • Advising clients personal lines • Quotations for clients • Follow up on leads • Building a client base • Advising clients
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(LEGISLATIVE REQUIREMENT) CPD Hours up to Date for all Cycles COB Completed Up-to-date knowledge of vehicle
customer interaction. Ensuring the customer is kept up-to-date on the new vehicle transaction at all times
operational objectives.
operational objectives.
customer interaction. Ensuring the customer is kept up-to-date on the new vehicle transaction at all times times. Prospective customers are to be followed up at least once a week per telephonic or email. Prospective contacted at least once (1) times per month with a follow-up customer visit once a month. CUSTOMER RETENTION and your customer database, by continually following up and diligently keeping the customer informed of national
Ensuring that client information details are kept up-to-date.
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