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
Monitor Accounts Receivable : Regularly review outstanding debts and follow up on overdue invoices. Customer
Monitor Accounts Receivable : Regularly review outstanding debts and follow up on overdue invoices. Customer
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
relevant insurance-related data. Data Verification: Review and cross-check the captured data for errors, inconsistencies Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
relevant insurance-related data. Data Verification: Review and cross-check the captured data for errors, inconsistencies Collaborate with other team members, underwriters, agents, and brokers to gather additional information or
Conducting face-to-face discussions with clients to review and discuss insurance quotations. Providing clients leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments
Conducting face-to-face discussions with clients to review and discuss insurance quotations. Providing clients leads are provided through inbound call center agents and liaisons with the life, tax, and billing departments