... Purpose: This is a combined sales and service position, whose primary ... completion of all/any financial transactions Follow up on ... Leader, assist the Account Executive to market, negotiate, prepare ... instructions from the Account Executive proceed with the renewal ...
9 months ago
... to appointments with the Financial Advisor Requesting quotations from ... notes on CIMS and Sales Register Typing up of ... CIMS Updating the relevant registers (Sales, New Business, Renewals etc ... and make recommendations to financial advisor Assist Retentions team ...
9 months ago