rapport? We're seeking talented Sales through service Financial wellbing Agents with a passion for helping financial service expertise to make a real difference. You will be the core of launching new services being being delivered by a well -known financial service organisation-got what it takes? Apply now You will be to the launch of new services being delivered by a well-known financial services organisation and will higher. Minimum 2 years' experience in a Financial Services role for an International Campaign involving lead
rapport? We're seeking talented Sales through service Financial wellbing Agents with a passion for helping financial service expertise to make a real difference. You will be the core of launching new services being being delivered by a well -known financial service organisation-got what it takes? Apply now You will be to the launch of new services being delivered by a well-known financial services organisation and will higher. Minimum 2 years' experience in a Financial Services role for an International Campaign involving lead
Development Administrative Duties Compliance and Ethics Nursing, Medical Technology, or a related field is preferred
checking that applications are completed correctly) , servicing and any other requirements; Ensuring that (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that new business ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and
checking that applications are completed correctly) , servicing and any other requirements; Ensuring that (FNA)accompany all new business and/or client servicing; Checking that the Record of Advice (ROA) and and further that the Compliance is completed correctly; Ensuring that all Compliance documentation is to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that new business ensure that details on system are up to date and correct; Contacting clients for counter-offer letters and
and inventory control, ensuring the correct quantities of the correct stock are always in stock. Minimize communication skills Strong sales abilities Customer service skills Planning, Organization & delegating
and inventory control, ensuring the correct quantities of the correct stock are always in stock. Minimize communication skills Strong sales abilities Customer service skills Planning, Organization & delegating
Clients on existing Discovery business to advise correctly without any duplication. Always maintain lapse preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and business and servicing pipeline and following up on new business and outstanding servicing requirements
Clients on existing Discovery business to advise correctly without any duplication. Always maintain lapse preparation Identify Shortfalls and Opportunities Servicing Alteration Quotes to be done prior to appointments Analysis (FNA)accompany all new business and client servicing. Checking that the Record of Advice (ROA) and business and servicing pipeline and following up on new business and outstanding servicing requirements
that meet their objectives. Ensure the correct products and services are delivered to customers promptly