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;