Job Description
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In this role you will:
Supports the Wholesaler by promptly following up on meetings, road shows, events and web casts;Initiates phone contact with clients to begin or expand on existing relationships (20 activity points or calls a day);Keeps an archive of all the relevant information pertaining to the products, policies, procedures and rules for dissemination to the clients;Ensure regional events and road shows are well attended by using outbound call campaigns;Occasionally, some representatives will travel and attend their own individual meetings. Will be required to attend meetings with the wholesaler at least once a month;Collaborate with the SA to determine priorities and tasks to be completed;Make daily Purchase and Redemption calls to clients in order to identify trends, prospects and first time tickets;Create broadcast emails with pertinent marketi...
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