Excellent communication skills Strong network/social contact Strong presentation skills Analytical thought process
Excellent communication skills Strong network/social contact Strong presentation skills Analytical thought process
then asking for the business 5. Maintain customer contact and Follow-up Update the client on every step of questions from clients accurately and clearly Keep in contact with the client even after LOA has been signed
then asking for the business 5. Maintain customer contact and Follow-up Update the client on every step of questions from clients accurately and clearly Keep in contact with the client even after LOA has been signed
Should a suitable opportunity arise, we will contact you and request your permission to submit your
suitable opportunity arise in the future, we will contact you and request your permission to submit your
Fair assessment, only shortlisted candidates contacted due to volume. Privacy: Data processed as per
marketing events Function as a primary point of contact for clients in the financial planning process.
marketing events Function as a primary point of contact for clients in the financial planning process.