Attend Daily Business Learning Session from 8:30 AM – 10:00 AM, Monday to Friday, including business sharing, market updates, training and team discussions.
Participate in structured onboarding and training covering financial planning, insurance fundamentals, product knowledge, customer needs analysis and professional development.
Assist in business development activities, including market research, customer segmentation and identifying potential business opportunities.
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Create and maintain project schedules, track milestones, and update stakeholders on progress. Use simple trackers and shared tools to keep timelines visible.
Coordinate procurement and materials deliveries with vendors to match installation dates. Verify quantities and quality before site arrival.
Prepare project documentation including work orders, site drawings, and completion certificates. Keep records organised for handover and warranty claims.
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