/>- Sign up a minimum of 5 active lead referral agents
- Complete weekly reports that reflect leads
insurance either as a broker agent or tied agent
- Call center agents not preferred unless they have
- Sign up a minimum of 5 active lead referral agents - Complete weekly reports that reflect leads, quotes term insurance either as a broker agent or tied agent - Call center agents not preferred unless they have
corporate rates and reverting to all Tour Operators / Agents / Company queries regarding rates and contracting to have a track record of what relates to each agent
Create and sustain updated rate templates STO / group / ad hoc / corporate / SA Residents / Agent / government
Complete supplier annual / ad
assets under management (AUM) in unit trusts and collective investment schemes.
relationship management within the unit trust and collective investment schemes space. The ideal candidate assets under management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationship management within the unit trust/collective investment schemes sector. Demonstrated success targets. Strong understanding of unit trusts, collective investment schemes, and the broader financial
relationship management within the unit trust and collective investment schemes space. The ideal candidate assets under management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationship management within the unit trust/collective investment schemes sector. Demonstrated success targets. Strong understanding of unit trusts, collective investment schemes, and the broader financial
Park Professionally attend to clients arriving to collect orders. Checking picked stock received from warehouse paperwork is attached. Dispatch correct orders to collecting customers, ensuring PODs are signed electronically electronically. Dispatch orders to the collecting courier company, ensuring waybills are accurately completed
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align on the overall business goals Support sales agents with organisational skills, account strategies productivity of sales agents Ongoing good communication and liaison with all Sales Managers, agents, and teams to
align on the overall business goals Support sales agents with organisational skills, account strategies productivity of sales agents Ongoing good communication and liaison with all Sales Managers, agents, and teams to