and cross-sell on existing business. Source and sign new clients nationally and internationally. Convert
proper needs analysis and offer professional advice • Sign up lead referral agents. • Complete weekly reports
introductory sales call and convincing interested alternative investment fund managers, general partners and
introductory sales call and convincing interested alternative investment fund managers, general partners and
cycle. D) Thought Leadership – able to provide alternative solutions that can help the customer out of a
archived for easy reference and retrieval. Offer alternative product pending availability. Communicate with
archived for easy reference and retrieval. Offer alternative product pending availability. Communicate with
and cross-sell on existing business. Source and sign new clients nationally and internationally. Convert
and cross-sell on existing business. Source and sign new clients nationally and internationally. Convert
as growth plans for new and current customers. • Sign off on weekly sales call plans. • Sales reports