4 – 5 years relevant working experience within the financial planning short-term insurance and/or wealth management industry. Follow up on cases in process.
Set up new stock items in inventory & point of sale system. (Beverages, operating equipment, assets, crockery, cutlery, stationery, hiring of items, etc.).
Inside sales experience with selling similar offerings. Responsible for prospecting and qualifying new sale opportunities within assigned team client database.