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Business Executive

$ 1 - $ 1 / month

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Job Description

Responsibilities:

  • Pro-active and able to work with a team of professionals
  • well-versed in MS office (excel, Powerpoint, words)
  • website design
  • social-media experiences (Insta|FB|eDM)
  • Customer service and maintain account
  • Building up relationship with existing clients
  • maintain relationship with existing customers and business owners from our existing database
  • handle calls to customers in areas of your policies
  • do up summary for customer investment and analysis
  • upon request to have either virtual meeting or face to face meeting with existing customers
  • Sales and Marketing of Financial Solutions and able to cross-sell to our existing customers
  • Pre/Post sales services to customers
  • ad-hoc projects allocated by the company
  • proactive to learn technology
  • well-equipped with Ipad | laptop

Job Description

Responsibilities:

  • Pro-active and able to work with a team of professionals
  • well-versed in MS office (excel, Powerpoint, words)
  • website design
  • social-media experiences (Insta|FB|eDM)
  • Customer service and maintain account
  • Building up relationship with existing clients
  • maintain relationship with existing customers and business owners from our existing database
  • handle calls to customers in areas of your policies
  • do up summary for customer investment and analysis
  • upon request to have either virtual meeting or face to face meeting with existing customers
  • Sales and Marketing of Financial Solutions and able to cross-sell to our existing customers
  • Pre/Post sales services to customers
  • ad-hoc projects allocated by the company
  • proactive to learn technology
  • well-equipped with Ipad | laptop