of all Momentum Insure products Achieve an excellent, consistent customer experience across channel Implement Years' experience in Sales (Short Term Insurance) 3 Years' experience in Managing staff in a short-term industry
of all Momentum Insure products Achieve an excellent, consistent customer experience across channel Implement Years' experience in Sales (Short Term Insurance) 3 Years' experience in Managing staff in a short-term industry
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain a
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain a
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other