that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; declines; General administration and In- House servicing/new business; Must attend all training sessions
that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) and to Advisor/s meeting with the client; In house servicing – Upgrades and downgrades Ensuring that new business with clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; declines; General administration and In- House servicing/new business; Must attend all training sessions
marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters
marketing efforts - including internal email campaigns. Assist with the bulk mailings for monthly newsletters