client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record servicing – Upgrade's and downgrades Ensuring that new business is processed timeously and that any outstanding outstanding quotations are followed up on – Pipe and new business must be followed up daily; Dealing with queries cancellations and ensuring that we try to save this business; Liaise with broker consultants and Insurance
client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings Financial Needs Analysis (FNA)accompany all new business and/or client servicing; Checking that the Record servicing – Upgrade's and downgrades Ensuring that new business is processed timeously and that any outstanding outstanding quotations are followed up on – Pipe and new business must be followed up daily; Dealing with queries cancellations and ensuring that we try to save this business; Liaise with broker consultants and Insurance
region by channel, brand and area Key account management by channel Set up and execute brand building prospective customers to achieve sales volumes. Manage in-store support to sell product through promotions/tastings Creates and manages a customer value plan for existing customers highlighting profile, share and value opportunities compares organizations products/services. Supply management with oral and written reports on customer needs conventions Establishes, develops and maintains business relationships with current customers and prospective
region by channel, brand and area Key account management by channel Set up and execute brand building prospective customers to achieve sales volumes. Manage in-store support to sell product through promotions/tastings Creates and manages a customer value plan for existing customers highlighting profile, share and value opportunities compares organizations products/services. Supply management with oral and written reports on customer needs conventions Establishes, develops and maintains business relationships with current customers and prospective
region by channel, brand and area Key account management by channel Set up and execute brand building prospective customers to achieve sales volumes. Manage in-store support to sell product through promotions/tastings Creates and manages a customer value plan for existing customers highlighting profile, share and value opportunities compares organizations products/services. Supply management with oral and written reports on customer needs conventions Establishes, develops and maintains business relationships with current customers and prospective
region by channel, brand and area Key account management by channel Set up and execute brand building prospective customers to achieve sales volumes. Manage in-store support to sell product through promotions/tastings Creates and manages a customer value plan for existing customers highlighting profile, share and value opportunities compares organizations products/services. Supply management with oral and written reports on customer needs conventions Establishes, develops and maintains business relationships with current customers and prospective
client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed brokers over to the Clients on existing Discovery business to advise correctly without any duplication. Always Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that the Record telephonic and e-mail. Conservation and retention of business. Liaising with clients regarding counter offer tracking of the new business and servicing pipeline and following up on new business and outstanding servicing
client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed brokers over to the Clients on existing Discovery business to advise correctly without any duplication. Always Financial Needs Analysis (FNA)accompany all new business and client servicing. Checking that the Record telephonic and e-mail. Conservation and retention of business. Liaising with clients regarding counter offer tracking of the new business and servicing pipeline and following up on new business and outstanding servicing
client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team
client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team