Pitch the business to potential new clients and book appointments with doctors for the financial advisor's closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's
expos. Facilitates stakeholder events. Monthly booking and presentation target achievement as per set interviews in order to achieve daily and weekly booking targets. Follows up on online applications by tracing Reporting Update call report and IBT (Interview Booking Tracker) and presentation tracker report on a daily
expos. Facilitates stakeholder events. Monthly booking and presentation target achievement as per set interviews in order to achieve daily and weekly booking targets. Follows up on online applications by tracing Reporting Update call report and IBT (Interview Booking Tracker) and presentation tracker report on a daily
over 30 years. Responsibilities: Work with company book of clients to meet and review their portfolio providing clients in the market to add to it's already extensive book Provide financial products and services in a professional Professionals and High Net worth clients. Previous Book not a requirement Drivers License and Own Vehicle
with our debtor's management system. Collection book consisting of 500 clients. Managing the client
reports, including call reports and interview booking trackers and the Student Information System. •
reports, including call reports and interview booking trackers and the Student Information System. •
in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.
in conjunction with the events coordinator i.e. booking venues, RSVP management, event management etc.