folders.
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 – Upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
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 – Upgrade's complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with Diligently and Fairly; Striving to assist your broker/s in achieving and exceeding sales targets; Contacting
Opening deal folders. Needs analysis. Assisting the F&I to ensure all documents are correct. Delivery
verbal and written communication in English. ● 2 year(s) experience in business development or corporate sales
in terms of client requirements and secure booking/s with the submission of prescribed documentation. Ensure
in terms of client requirements and secure booking/s with the submission of prescribed documentation. Ensure
day-to-day operational issues for selected Key account/s. This Proven branch management experience - within