Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain a
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain a
brokers over to the Clients on existing Discovery business to advise correctly without any duplication. Always Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that the Record telephonic and e-mail. Conservation and retention of business. Liaising with clients regarding counter offer tracking of the new business and servicing pipeline and following up on new business and outstanding servicing servicing requirements with Broker consultant and Franchise. Database Management and ensuring reviews
brokers over to the Clients on existing Discovery business to advise correctly without any duplication. Always Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that the Record telephonic and e-mail. Conservation and retention of business. Liaising with clients regarding counter offer tracking of the new business and servicing pipeline and following up on new business and outstanding servicing servicing requirements with Broker consultant and Franchise. Database Management and ensuring reviews
Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record servicing – Upgrade's and downgrades Ensuring that new business is processed timeously and that any outstanding outstanding quotations are followed up on – Pipe and new business must be followed up daily; Dealing with queries ensuring that we try to save this business; Liaise with broker consultants and Insurance Companies; Sending campaigns; Check the database for possible new business and ensure that details on system are up to date
Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record servicing – Upgrade's and downgrades Ensuring that new business is processed timeously and that any outstanding outstanding quotations are followed up on – Pipe and new business must be followed up daily; Dealing with queries ensuring that we try to save this business; Liaise with broker consultants and Insurance Companies; Sending campaigns; Check the database for possible new business and ensure that details on system are up to date
variety of roles throughout the UK. Working to develop the business by creating an exceptional candidate/client meetings Work with the wider partnership team to develop new and existing candidate attraction strategies
variety of roles throughout the UK. Working to develop the business by creating an exceptional candidate/client meetings Work with the wider partnership team to develop new and existing candidate attraction strategies
In this role, you'll serve as the person for developing, creating, and implementing digital marketing members in reaching new and existing clients. Find Business on the CRM Package – Cross selling of the database management for Company website Maintain & Development of our Website using various platforms Set up and digital marketing, Proven track record of developing and executing successful social media campaigns
In this role, you'll serve as the person for developing, creating, and implementing digital marketing members in reaching new and existing clients. Find Business on the CRM Package – Cross selling of the database management for Company website Maintain & Development of our Website using various platforms Set up and digital marketing, Proven track record of developing and executing successful social media campaigns