update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a customers. Capture new leads/clients on the CRM package Following up on quotations and consents issued Microsoft outlook and excel and preferably Xplan CRM package Must be able to work from home – VIRTUAL - Must
update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a customers. Capture new leads/clients on the CRM package Following up on quotations and consents issued Microsoft outlook and excel and preferably Xplan CRM package Must be able to work from home – VIRTUAL - Must
and existing clients. Find Business on the CRM Package – Cross selling of the database – Health, Life
and existing clients. Find Business on the CRM Package – Cross selling of the database – Health, Life
Microsoft outlook and excel and preferably Xplan CRM package Must be in DOFA / Class of Business Salary Commission
Microsoft outlook and excel and preferably Xplan CRM package Must be in DOFA / Class of Business Salary Commission