E-Financial Planner 2208 views1 application

 E Financial Planner Job Description

• Make telephone calls to prospects
• Keep accurate and detailed records of calls made and results achieved
• Achieve budgeted campaign DMC rate and specified targets
• Understand and manage personal performance on a daily basis
• Attend campaign briefings
• Demonstrate a thorough understanding of our clients products and services and the objectives of specific campaigns
• Maintain confidentiality
• Act as a representative of the client and represent their interests at all times
• Use company script guidelines appropriately and follow detailed briefs to conduct campaign calls
• Provide feedback and input to script and copy development

• Record details of opportunities and lead notes