interpersonal skills. Proficiency in using point-of-sale (POS) systems and other financial software. High
by researching potential clients and scheduling sales meetings. Lead and schedule internal meetings with
across the organization, including IT, Marketing, Sales, and Operations, to understand their needs and develop
account plans. Meet and exceed defined and assigned sales targets. Effectively forecast, plan, implement and
account plans. Meet and exceed defined and assigned sales targets. Effectively forecast, plan, implement and
across the organization, including IT, Marketing, Sales, and Operations, to understand their needs and develop
Internal:
determine the need for plan adjustment. Provide sales offers for financial products such as stocks, bonds
determine the need for plan adjustment. Provide sales offers for financial products such as stocks, bonds
to property transactions (including purchases, sales, and rentals) and ad hoc matters such as disputes