provide a wide range of insurance products and services to individuals and businesses. Our mission is for providing personalized financial planning services to our clients. This includes assessing their
provide a wide range of insurance products and services to individuals and businesses. Our mission is for providing personalized financial planning services to our clients. This includes assessing their
solutions, dedicated to delivering exceptional service and peace of mind to their clients and strives and provide high-level service excellence when interacting with clients, sales agents, and colleagues file with decisions made and inform the relevant sales agent accordingly. Ensure all daily underwriting management. Identify additional training needs for sales agents related to the Asset Life credit protection
hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead, with flexibility investments, and providing financial advisory services. You will also be expected to build and maintain relationships and ensure exceptional customer service. · Source clients through networking and referral with clients through excellent ongoing client services · Give objective professional advice based on
hybrid role for a Financial Advisor / Financial Sales professional located in Woodmead, with flexibility investments, and providing financial advisory services. You will also be expected to build and maintain relationships and ensure exceptional customer service. · Source clients through networking and referral with clients through excellent ongoing client services · Give objective professional advice based on
Responsibilities - Maintain sales personnel and oversee rep software pertaining all sales and activities General
Responsibilities - Maintain sales personnel and oversee rep software pertaining all sales and activities General
able to communicate with internal colleagues and external clients Need to be able to work on their own (self
approvals. Ensure accurate capturing and approval of sales invoices to customers and from farms. Ensure all
years relevant work experience (in addition to in-service training, if applicable) is required, in particular reporting (advantageous) Experience in a shared services environment is an advantage Experience in a multi-company