Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities outstanding servicing requirements with Broker consultant and Franchise. Database Management and ensuring and opportunities. Arranging appointments for Advisors if necessary (ensuring schedules are attached
Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create
Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that ALL portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – and complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact
Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities outstanding servicing requirements with Broker consultant and Franchise. Database Management and ensuring and opportunities. Arranging appointments for Advisors if necessary (ensuring schedules are attached
marketing campaigns that support our insurance Advisors, and team members in reaching new and existing
marketing campaigns that support our insurance Advisors, and team members in reaching new and existing
valid driver's license. R38000.00 cost to company (Medical, RA, Vehicle allowance with a quarter incentive
valid driver's license. R38000.00 cost to company (Medical, RA, Vehicle allowance with a quarter incentive