Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to latest benefits. Network and obtain referrals and leads from existing client base with view to ca
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to latest benefits. Network and obtain referrals and leads from existing client base with view to ca
be target driven and have exceptional customer relations skills. Strong time management and general organizing
Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are
Compliance documentation is loaded on X-plan for the Internal Compliance Officer as well that all FNA's are
sales results Handling relevant corporate sales-related projects on an ongoing basis to develop and enhance
results