prior to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that letters and declines; General administration and In- House servicing/new business; and Must attend all training
prior to Advisor/s meeting with the client; In house servicing – Upgrade's and downgrades Ensuring that letters and declines; General administration and In- House servicing/new business; and Must attend all training
consents issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome
consents issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome
TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD Points must be maintained
TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD Points must be maintained