Broker assistant
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I am 54.
E
My goal to have a position where I have a challenge every day. And to be happy in what I am doing and bringing out 110% in everything I do. I enjoy hard work and excellent in what I do. I am hard working and always willing to learn no matter what it takes, I am always up for challenges no matter what it is,
my work is always perfect and if I encounter a problem I will not stop until I find a solution to the problem.
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Setting up appointments with clients, capturing client record on Momentum Elite Application.
Also, receptionist for franchise of Momentum Consult.
Handling queries via telephonically or per email.
Also, receptionist for franchise of Momentum Consult.
Handling queries via telephonically or per email.
Responsible for controlling compliance process making sure all compliance requirements are as followed.
Assisting the franchise principal in any task that may require my assistance.
Managing monthly reports and daily diary management.
Computer Literate: Microsoft Office, Power point, Windows 10 etc.
MARKETING AND SALES ON LIFE AND INVESTMENT PRODUCTS
Also have a certificate in TEFL
