as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolios portfolios are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
including maintaining a workplace that is conducive to employee productivity, motivation, and satisfaction. Represent assigned by management. R 15000 per month plus benefits. The post Business Support – Admin appeared first
from the first sale Medical aid Provident fund Employee discounts And more …
the company's products (visibility and reach, benefits and pricing) to present to potential customers
the company's products (visibility and reach, benefits and pricing) to present to potential customers
and effectively communicate their features and benefits to clients. Proposal Development: Prepare and
from the first sale Medical aid Provident fund Employee discounts And more …
functionality required to implement it, and the benefits it delivers to business. The IM Business Analyst