Prepare and maintain sales proposals, presentations, and other marketing materials for Mercer's wealth management and insurance services, addressing specific client needs.
Assist in organizing sales meetings, conferences, and events. Track and manage sales leads, client information, and sales pipeline data. Coordinate and schedule client meetings and follow-ups.
Maintain accurate and up-to-date sales records and documentation within CRM system.Supports the compliance officer to comply with CMA guidelines and Mercer Compliance requirements by maintaining client records.
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