We are looking for enthusiastic and self-motivated individuals with excellent networking skills and a "can do" attitude. Our elite program offers full training, support and mentorship.
This is the perfect role for Goal orientated,Target driven Individuals with sales experience, who would like to establish a professional career in a corporate environment.
Key Activities:
- Networking and prospecting to establish and maintain long-term client relationships (generate new business via various methods of prospecting and referrals)
- Attend meetings with clients, both in-person and virtual
- Conduct detailed financial needs analysis and provide professional advice
- Create and protect the financial security and wealth of others
- Assist clients in achieving their financial goals and maintain and grow client portfolios
- Assist with queries and complaints
- Do regular client reviews
- Remain accredited and up to date with relevant market and industry related subjects
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