Note:
Send Cv at
1. Generating leads through contacting personal networks, generating referrals, attending local seminars and trade shows, creating workplace partnerships, advertising etc.
2. Scheduling meetings with clients and prospects
3. Conducting meetings with clients/potential clients
4. Proposing strategies and potential solutions
5. Providing ongoing client service to help clients stay on track of their financial goals.
Good Communication
Must have some leads
Ability to work in pressure
Target focused