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
(advantageous)
Responsibilities:
Client interaction
Doing outreach events and promotions
Finding prospects and making appointments
Someone who comes from a sales environment, promotions, and activations. Someone who is driven, passionate
Someone who comes from a sales environment, promotions, and activations. Someone who is driven, passionate
Fourways, JHB. The main purpose of the position is to promote and sell retail products to customers according
banners, building landing pages, and creating promotions. Working closely with internal teams such as
technology for the mining industry. Due to a promotion, we have a unique opportunity for a mining engineer
strategy, creative assets and design, messaging Run A/B tests on campaigns and landing pages to optimise performance