City of Johannesburg, Gauteng, South Africa▪ Management of +/- 20 financial advisors on my panel
▪ Diary and appointment management on a weekly basis
▪ Keeping minutes of meetings and following up regarding issues at hand
▪ Using Discovery CRM systems to manage case load and provide feedback
▪ B2B sales
▪ Drafting quotations for financial advisors and clients
▪ Training financial advisors in product specifications
▪ Administration of ...