Pitch the business to potential new clients and book appointments with doctors for the financial advisor's closely with the financial advisors and their teams. Book appointments in accordance with the financial advisor's
expos. Facilitates stakeholder events. Monthly booking and presentation target achievement as per set interviews in order to achieve daily and weekly booking targets. Follows up on online applications by tracing Reporting Update call report and IBT (Interview Booking Tracker) and presentation tracker report on a daily
expos. Facilitates stakeholder events. Monthly booking and presentation target achievement as per set interviews in order to achieve daily and weekly booking targets. Follows up on online applications by tracing Reporting Update call report and IBT (Interview Booking Tracker) and presentation tracker report on a daily
reports, including call reports and interview booking trackers and the Student Information System. •
reports, including call reports and interview booking trackers and the Student Information System. •