Contact clients/prospects to introduce or position products and service offering Create interest and secure targets Facilitate requirements between clients and product/service providers Track and report progress of steps into a financial plan Source quotations for product related recommendations Present recommendations presentable Interact professionally with clients and product providers Perform under pressure Attention to detail
Contact clients/prospects to introduce or position products and service offering Create interest and secure targets Facilitate requirements between clients and product/service providers Track and report progress of steps into a financial plan Source quotations for product related recommendations Present recommendations presentable Interact professionally with clients and product providers Perform under pressure Attention to detail