and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
effective sales and marketing strategies, as well as managing our social media presence. The ideal candidate monitor sales and marketing strategies.
trends. Reporting to the Senior Regional Sales Manager. Profile Requirements A valid driver's license mindset. Familiarity with Customer Relationship Management systems and sales analytics tools.