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19.05.2024
Tele Sales Consultant
Sandton
... ConsultantMarketingArrange Virtual Zoom or Team meetings for AdvisorsArrange client reviews, update review dates, create TASKS on the CRM Package.Cross selling on the existing database – Use a script to present information and explainavailable productConvert leads to sales – Looking for ...
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TRASA Recruitment Agency
18.05.2024
Tele Sales Consultant
Sandton
... Consultant 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 available product Convert leads to sales – Looking for ...
More »
TRASA Recruitment Agency
30.04.2024
Internal Advisor Paraplanner
Sandton
... Management&ensuring reviews are completed on a minimum of 1 year cycle. Actively assessing, Identifying and checking client’s portfolio, segmentation groups, opportunities and possible cross pollination of Database Arranging appointments for Advisors if necessary (ensuring schedules are ...
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TRASA Recruitment Agency
30.04.2024
Senior Broker Assistant
Sandton
... consultants and Insurance Companies; Sending out communication and liaising with clients to keep them updated; Following up on leads and campaigns; Check the database for possible new business and ensure that details on system are up to date and correct; Contacting clients for counter-offer ...
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TRASA Recruitment Agency
01.05.2024
Senior Broker Assistant
Sandton
... consultants and Insurance Companies;Sending out communication and liaising with clients to keep them updated;Following up on leads and campaigns;Check the database for possible new business and ensure that details on system are up to date and correct;Contacting clients for counter-offer letters ...
More »
TRASA Recruitment Agency
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