and do collections and give customers information about products and services and helping customers understand understand the product and answering questions about their services. Requirements · Excellent listening
About the company: We are an independent, specialist brokerage. We offer financial planning, asset management estate planning to medical practitioners nationally. About the role: We are seeking suitably experienced financial excellence to join our growing team. The role is about shaping the future of our niche client base and
their team. The ideal candidate will be passionate about customer service, eager to learn, and ready to take and client interactions on system. Stay informed about market trends, competitor activities, and industry
their team. The ideal candidate will be passionate about customer service, eager to learn, and ready to take and client interactions on system. Stay informed about market trends, competitor activities, and industry
customers happy and closing sales. We can teach them about managing the sales team but the knowledge is more
history and records Obtain additional information about an applicant to determine coverage needs Determine
history and records Obtain additional information about an applicant to determine coverage needs Determine
Description Collecting data about the performance of the institution. Collecting data about the institution's internal
Description Collecting data about the performance of the institution. Collecting data about the institution's internal
great opportunity for someone who is passionate about the industry and looking to establish themselves work to deadlines and under pressure Passionate about customers and the company Excellent attention to