driving business growth. As a Sales-Driven Financial Planner, your primary responsibility will be to deliver through various channels, including referrals, networking, and cold calling. Conducting comprehensive financial
driving business growth. As a Sales-Driven Financial Planner, your primary responsibility will be to deliver through various channels, including referrals, networking, and cold calling. Conducting comprehensive financial
ensure no opportunities are lost Complete weekly planners to ensure excellent time and territory management Management skills Commercial skills Analytical skills Networking skills Sound judgement and decision-making skills
senior management.
daily reports that are shared with management. To network with prospective clients. To boost sales within
daily reports that are shared with management. To network with prospective clients. To boost sales within
local and international markets. Generate leads, network, and create brand awareness through social media local and international markets. Generate leads, network, and create brand awareness through social media
local and international markets. Generate leads, network, and create brand awareness through social media local and international markets. Generate leads, network, and create brand awareness through social media
(Admin to supply daily) Complete daily and weekly planners to ensure excellent time and territory management
clients by growing, maintaining, and leveraging your network. Identify potential clients, and the decision makers