Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases. Work closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries. Meet da
Duties: Pitch the business to potential new clients and book appointments with doctors for the financial advisor's visit. Source leads from the different databases. Work closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's diaries. Meet da
leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments level 4 or 5 qualification with a minimum of 120 credits. Class of business certificates for both personal
leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments level 4 or 5 qualification with a minimum of 120 credits. Class of business certificates for both personal
track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years
track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years track of vehicle permits Confirm with clearing agents that export documentation is correct Min 2 years
strong ethical leadership
Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
Compliance in terms of DOFA date RE5 150 FAIS Credits Skills: Strong understanding of insurance products