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My client, an industry leader and trend setter in the Oil, Gas and Petroleum industry, is currently
Description: My client, an industry leader and trend setter in the Oil, Gas and Petroleum industry, is currently
template and daily figures Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews Checking of all deal packs and their appointment with the Employer, then they will have 6 years from Date of First Appointment (DOFA) their appointment with the Employer, then they will have 2 years from Date of First Appointed DOFA to
template and daily figures Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews Checking of all deal packs and their appointment with the Employer, then they will have 6 years from Date of First Appointment (DOFA) their appointment with the Employer, then they will have 2 years from Date of First Appointed DOFA to
Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing allocated to the team Making and confirming of appointments Assisatnce with all outsanding requirements
Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing allocated to the team Making and confirming of appointments Assisatnce with all outsanding requirements
such as maintaining office supplies, scheduling appointments, and other general administrative duties.
existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules
insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010
insurance if date of first appointment is before 2010); or if date of first appointment is on or after 01/01/2010