sales Executive consultant
First mutual life holidings :Zimbabwe
Total des années d'expérience :5 years, 11 Mois
⦁ closing lead business
⦁ pre- underwriting
⦁ Assisting clients with life policies and development of lead business.
⦁ Interpreting legal documents including policy contracts
⦁ Providing legal, economic and market advice
⦁ Liaising with companies, individuals, clubs and churches about the company’s product.
⦁ Ensuring terms and conditions of agreements are read and understood.
⦁ Maintaining proper communication and liaising with clients
⦁ Analyzing market trends to determine proper issue of a product that suites the client, thus on wealth products an d investments portfolio.
⦁ Assisting agents and brokers with sales procedures
⦁ Preparing and Interpreting legal documents including listings and sales contracts
⦁ Delivering and picking up financial and title documents
⦁ Attending closings
⦁ Carrying out telephone marketing
⦁ General administration duties
Management of grants awarded to the organization.
⦁ Responsible for preparation of budgets and work plans.
⦁ Preparation of monthly, quarterly and annual financial Reports
⦁ Managing Travel and accommodation arrangements for consultants and staff during execution of assignments.
⦁ Disbursement of Workshop attendance and transport allowances.
⦁ Disbursement of funds from awarded bids to in-house and associate consultants as per assignment.