their clients plan for the future they want by developing financial strategies that create wealth and reduce NOW Duties and responsibilities: New business development Offering solutions to clients based on their Benefits: Flexible working hours Training and development (product, systems, and sales). You will receive
their clients plan for the future they want by developing financial strategies that create wealth and reduce NOW Duties and responsibilities: New business development Offering solutions to clients based on their Benefits: Flexible working hours Training and development (product, systems, and sales). You will receive
needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business