business opportunities through networking, cold calling, and other lead generation strategies. Build and
business opportunities through networking, cold calling, and other lead generation strategies. Build and
issues or complaints in a timely manner. Cold calling potential clients. Keeping up-to-date on current
issues or complaints in a timely manner. Cold calling potential clients. Keeping up-to-date on current
priorities and deadlines.
changing priorities and deadlines. Ability to be resourceful and proactively resolve issues as they arise
relationships with clients Provide financial advice and consultancy services tailored to client needs Respond to