Minimum Requirements: Matric. Call Centre or Telesales work experience minimum of 1 to 3 years. Requirements: our Company's products and/or services Expertise in the customer service area we focus in, such as Wealth Wealth portfolios, short term insurance, Financial, and other areas of our business. Duties: Pitch the clients and book appointments with doctors for the financial advisor's visit. Source leads from the different with the financial advisors and their teams. Book appointments in accordance with the financial advisor's
an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence them to achieve their financial goals by providing them with holistic financial advice which encourages encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning our clients and providing them with the best financial advice. Responsibilities: Responsible for identifying
experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic an independent Financial Brokerage, our client provides exceptional and unique services to professionals been built on the relationships and professional service it has provided it's clients for over 30 years review their portfolio providing professional financial advice and offerings. Prospect and obtain new it's already extensive book Provide financial products and services in a professional manner, building
consistently achieve monthly targets. • Note that cold calling and lead sourcing are not part of the broker's responsibilities; leads are provided through inbound call center agents and liaisons with the life, tax, and billing
consistently achieve monthly targets. • Note that cold calling and lead sourcing are not part of the broker's responsibilities; leads are provided through inbound call center agents and liaisons with the life, tax, and billing
to call on new customers and service existing client base. Extensive travelling and country calls for month. 1. Calling on new customers (cold calling) and securing new accounts. 2. Servicing existing customer
to call on new customers and service existing client base. Extensive travelling and country calls for month. 1. Calling on new customers (cold calling) and securing new accounts. 2. Servicing existing customer
partners, “big box” chains, regional agents and merchandising service providers and end users. Detailed substantial amount of time being spent in the market, calling on customers and leads. This is a selling sales performance and management of all regional agents and service providers (e.g. SMS). The Division Sales support, guidance and training to service providers, regional agents and merchandisers. Ensure that all
partners, “big box” chains, regional agents and merchandising service providers and end users. Detailed substantial amount of time being spent in the market, calling on customers and leads. This is a selling sales performance and management of all regional agents and service providers (e.g. SMS). The Division Sales support, guidance and training to service providers, regional agents and merchandisers. Ensure that all
company as a brand ambassador and offer sales services to our customers. Responsibilities Target achievement achievement. Ensure that the current customers are serviced according to predetermined schedules. Update customer Territory development through networking and cold calls. Payment collections and credit control. Sales territory