Financial Services Network Consultant - Melrose Arch
Belmar Personnel
Job Description: As a Financial Services Network Consultant, your primary duties will involve researching and making professional appointments within the financial services industry. You will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships and achieving sales targets. Key Responsibilities: Conduct research to identify potential clients and networking opportunities within the financial services sector. Make professional appointments with financial planners, brokers, and wealth managers. Build and maintain strong relationships with brokers for the team to meet. Collaborate with team members to develop effective sales strategies and achieve the required monthly meetings. Stay updated on industry trends, market developments, and competitor activities to inform business strategies. Report on sales activities, progress, and performance metrics to management. Must have experience in the following : Conduct research to identify potential clients and networking opportunities within the financial services sector. Make professional appointments with financial planners, brokers, and wealth managers.
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