Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities and opportunities. Arranging appointments for Advisors if necessary (ensuring schedules are attached
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolio's portfolio's 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 – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolio's portfolio's 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 – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities and opportunities. Arranging appointments for Advisors if necessary (ensuring schedules are attached
Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create
Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create
are open to taking on people who come from a technical sales background - the right attitude and drive recruitment experience (advantageous) Previous technical sales experience (to be considered) Outstanding
are open to taking on people who come from a technical sales background - the right attitude and drive recruitment experience (advantageous) Previous technical sales experience (to be considered) Outstanding
the technical needs of the customer and selling appropriate products Explaining complex technical information to face Must have experience selling machinery Technical, mechanical or electrical qualifications/experience
the technical needs of the customer and selling appropriate products Explaining complex technical information to face Must have experience selling machinery Technical, mechanical or electrical qualifications/experience