and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
and virtually. Financial Analysis: Provide professional advice through detailed financial needs analysis Wealth Management: Secure and grow clients' financial security and portfolios. Client Support: Handle
Company is looking for a well-spoken and presented Account Manager who should have achieved a Target performance improve the Client's perception of the Company The Account Manager must have a good understanding of the following: Must be able to do daily call planning on all Accounts allocated Prepare and provide Clients with quotations
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios
analyst sales & loss
literate, know how to work on Excel, emails and accounting software package with inventory management and
in conjunction with the accounts department. The insurance agent and accounts department are notified
in conjunction with the accounts department. The insurance agent and accounts department are notified
open-ended questioning to understand clients' financial and emotional needs. Pre-qualify clients by assessing credit health reports and affordability. Identify financial challenges and offer solutions. Ensure proper