leads from existing client base with view to capturing full Discovery product suit which will include Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
leads from existing client base with view to capturing full Discovery product suit which will include Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on
Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are attached to Xplan on
Assessments Excellent sales and negotiating skills Good admin and computer skills GENERAL Valid driver's licence
Assessments Excellent sales and negotiating skills Good admin and computer skills GENERAL Valid driver's licence
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following
and prices, and answer questions from customers. Capture new leads/clients on the CRM package Following
working position and standard working hours from the office in Petervale, Sandton will apply. Responsibilities: Expert knowledge with target demographic – the more data you have the better your lead generation Excellent achieve sales targets Strong proficiency in MS Office including Word, Excel, and Outlook The pay range
generator Generating new sales leads Cold calling data bases Book meetings for external sales reps Min