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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