with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and
Make professional appointments with financial planners, brokers, and wealth managers to showcase our
Make professional appointments with financial planners, brokers, and wealth managers to showcase our
with company procedures. Using the Weekly call planner (SPI Tool), to work out daily priorities, log and
admin: Consolidating monthly expenses, weekly call planner and feedback on infield activities to Area sales
. Sales rep management · Check that reps call planners are done by the 1st of every month. · Plan to week) · To ensure that all visits are done as per planner and is recorded on Salesforce. · To ensure that
1. Sales rep management · Check that reps call planners are done by the 1st of every month. · Plan to week) · To ensure that all visits are done as per planner and is recorded on Salesforce. · To ensure that
1. Sales rep management · Check that reps call planners are done by the 1st of every month. · Plan to week) · To ensure that all visits are done as per planner and is recorded on Salesforce. · To ensure that
Consultant fully completes and submits a weekly planner and activity report and tracking progress and/or
Consultant fully completes and submits a weekly planner and activity report and tracking progress and/or