between the consumer and the client by selling financial services and products. Our company is on the lookout Evaluate customers needs – Upselling financial products and services – Present and demonstrating sales proposals
Officer to join our client’s Corporate and Financial Services team. The purpose of the Customer Service
history No Date of First Appointment (DOFA) in Financial services industry Access to an existing network of
rapport with our customers to advise them on financial services · Taking customers through the sales process
with practical/workplace experience in the Financial Services industry. A reas of responsibility may include
and estate. Provide pro-active, on demand financial service and advice to customers within your allocated
and estate. Provide pro-active, on demand financial service and advice to customers within your allocated
Client in the financial services sector requires a results driven Sales Executive with strong hunter
Client in the financial services sector requires a results driven Sales Executive with strong hunter
Maintain client records – Upselling financial products qmd services – Attending sales meetings and training