incumbent will be expected to ensure meetings are set up with potential clients and ensure that client relationships to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting of data phone and email etiquette • Persistent and following up consistently with leads using various mediums • Personable
incumbent will be expected to ensure meetings are set up with potential clients and ensure that client relationships to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting of data phone and email etiquette • Persistent and following up consistently with leads using various mediums • Personable
meetings and build professional relationships; Remain up to date with legislation changes and keeping clients opportunities; Issuance of fee quotes, invoices and following up with clients whose invoices are unpaid; Bi-weekly
client is the engine room of the business and is made up of multiple teams that interact daily. The overall
client is the engine room of the business and is made up of multiple teams that interact daily. The overall
partners to ensure alignment with key processes • Set-up and conduct HR surveys as required • Assist with / verbal instruction) • Decisiveness (ability to make decisions, render judgment, take action and apply
update customer information in the CRM system. Follow up on leads and inquiries promptly, providing excellent
update customer information in the CRM system. Follow up on leads and inquiries promptly, providing excellent
Responsible for keeping our Product Compliance data-base up to date. • Calculation and review of forecast duties
Responsible for keeping our Product Compliance data-base up to date. • Calculation and review of forecast duties