Personal Assistant and Sales Associate for a Financial Advisor, Durbanville, Northern Suburbs. Company Company Name: Attooh. Personal Assistant & Sales Associate for a Financial Advisor a Premier financial a dynamic individual to join us as a Personal Assistant & Sales Associate for our Financial Advisor correspondence and assist with document preparation. Maintain client records and update databases. Assist with travel satisfaction by delivering exceptional service. Assist in organizing client events and seminars. Requirements:
relationships with clients. Use first party data to assist with meeting targets. Achieve the set amount of procedures for booking campaigns . Constantly researching and drafting accurate proposals Continuously clients. Regular pre-call and post-call planning and research. Ensure that contact reports are completed and
and implement our sales process with regards to research, leads input and moving the customers to the planner structures as determined by management.
and implement our sales process with regards to research, leads input and moving the customers to the planner management structures as determined by management. Assisting with the quarterly Stock Stake. Any other duties
and implement our sales process with regards to research, leads input and moving the customers to the planner management structures as determined by management. Assisting with the quarterly Stock Stake. New Business acquired forecasts. Assist with developing and implementing product promotions and go to market strategies. Assist with
relationships with existing customers. Conduct market research (analyse competitors, efficiency of sales strategies quarterly and annual sales forecasts Perform research and identify new potential customers and new market
relationships with existing customers. Conduct market research (analyse competitors, efficiency of sales strategies quarterly and annual sales forecasts Perform research and identify new potential customers and new market
retailers, and businesses.
options and loan applications can be helpful in assisting customers. Technical knowledge: While not required mutually agreeable outcome. Process paperwork: Assist with completing necessary paperwork, including dealership, brand, and location. It's essential to research individual job postings and company websites to
inventory in a timely manner. Market Research: Conduct market research to understand consumer preferences