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18.05.2024
Tele Sales Consultant
Sandton
... Sales 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 ...
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TRASA Recruitment Agency
19.05.2024
Tele Sales Consultant
Sandton
... Sales 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
01.05.2024
Senior Broker Assistant
Sandton
... sales targets;Contacting clients for beneficiary changes / Wills /arrear premiums /replacements /broker changes/ lapses / cancellations and ensuring that we try to save this business;Liaise with broker consultants and Insurance Companies;Sending out communication and liaising with clients to ...
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TRASA Recruitment Agency
01.05.2024
Internal Advisor Paraplanner
Sandton
... SALESFollow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ____________per monthAssist with downgrades if required and only if ...
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TRASA Recruitment Agency
30.04.2024
Internal Advisor Paraplanner
Sandton
... SALES Follow 6 steps in Financial Planning including Needs Analysis. Interact with clients diligently and fairly. Adviceon Life,Investments,Retirement products with a view to upgrades. Maintain a minimum UPGRADE target of ____________per month Assist with downgrades if required and only if ...
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TRASA Recruitment Agency
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