The specialist will manage B2B digital marketing campaigns and agency performance to drive financial advisor acquisition. They are responsible for direct-response copywriting, executive performance reporting, and optimizing lead conversion workflows within the Zoho CRM ecosystem.
The advisor will conduct in-person, pre-scheduled meetings with clients to review estate plans and identify retirement income gaps. They are responsible for educating clients on safe money solutions and maintaining a consistent appointment schedule.
The advisor will conduct in-person educational reviews with clients who have established living trusts to identify retirement income gaps. They are responsible for presenting 'safe money' solutions, such as Fixed Indexed Annuities, to ensure wealth preservation.
The advisor will attend pre-scheduled, in-person appointments to review estate plans and identify retirement income gaps for clients. They are responsible for educating clients on safe money solutions and maintaining a consistent schedule based on company-provided leads.
