financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management objectives, and utilize performance management systems to enhance personal effectiveness and productivity comply with a comprehensive document management system to ensure accurate and secure handling of client
and maintain all required sales administration and reporting systems.
Locate potential business Numerical and literacy skills.
Good administrative skills.
Problem solving skills/solution environments will be beneficial.
Application Process:
profiling target markets and customers through CRM system Qualify and assess target customers Create and etc.) High level of customer service Sales administration Weekly sales reporting to management High energy
profiling target markets and customers through CRM system Qualify and assess target customers Create and etc.) High level of customer service Sales administration Weekly sales reporting to management High energy
the Depot Controller.
With regards to Administration
1. Ability to perform functions such as
to secure their business.
timely information that ensures process and administration efficiencies
coordinator to support a sales team through administration, customer service, and business development productivity and effectiveness.
for new products and services. General sales administration. Commitment to customer service. Participation finance and logistics. Please consider your application unsuccessful if you do not receive a response response withing 2 weeks of submitting your application. Monthly
for new products and services. General sales administration. Commitment to customer service. Participation finance and logistics. Please consider your application unsuccessful if you do not receive a response response withing 2 weeks of submitting your application. Monthly
products and services.