Business to Business and Business to Client interaction
Doing outreach events and promotions
minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following Advisor/s and the Financial Planning Practice; Interact with Clients Diligently and Fairly; Striving to
minutes of meetings from Financial Advisors interaction with clients; Capturing, processing and following Advisor/s and the Financial Planning Practice; Interact with Clients Diligently and Fairly; Striving to
communication skills (written and verbal) Able to interact with people/clients Able to comply with deadlines
records of sales activities, including customer interactions, leads, and opportunities, using CRM software