Fiduciary Consultant
DK Consulting
Johannesburg, South Africa
3d ago
source : Job Placements
  • Maintaining a 70% sales conversion ratio of the Product
  • Gathering accurate information for the drafting of the Wills
  • Issuing of quotations
  • Ensuring all compliance is complied with
  • Liaising with internal departments on processing issues
  • Follow-up and tracking of business submitted
  • Developing and maintaining relationships with Financial Advisers
  • Communicating effectively with the Financial Adviser and Identify opportunities
  • Building relationships with internal departments to ensure superior service is offered to clients
  • Participating in proactive sales and marketing initiatives
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