Job Summary
To provide specialist advice and support in sales, enabling the provision of sound claims assessment expertise.
Job Description
Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high quality, relationship oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
The client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, meeting clients at times and locations convenient to the client
Education
Higher Diplomas: Business, Commerce and Management Studies (Required)
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