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Key Responsibilities:
Financial Assessments - Assessing a client’s financial need/s and providing a tailored financial solution, including but not limited to:
Sales Solutions - Selling Kudough’s product suite to new and existing clients and upselling added benefits to existing clients (the right product for the client).
Client Services and Retention – Promoting the benefits of the Kudough Financial Wellness platform and assisting in client retention.
What’s in it for you?
Additional benefits include:
Other benefits after 6 months of employment include:
Key Requirements:
Key Competencies:
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