administrative and organizational skills for reporting, planning, and scheduling. Relationship management
Business Accounts Provide weekly sales activity report. Technical Support: Ensure product knowledge is
administrative and organizational skills for reporting, planning, and scheduling. Relationship management
stakeholders, buying processes and forecasted sales. Report on sales activity. Keep detailed notes on prospect
stakeholders, buying processes and forecasted sales. Report on sales activity. Keep detailed notes on prospect
minimum of 5 active lead referral agents Weekly report writing Keep up to date and fully informed on product
minimum of 5 active lead referral agents Weekly report writing Keep up to date and fully informed on product
minimum of 5 active lead referral agents Weekly report writing Keep up to date and fully informed on product
Responsibilities: Prepare and submit call plans and reports Maintain accurate customer database and activity
global leader in digital marketing and client reporting solutions, empowering financial professionals