The representative will connect with prospective clients to educate families on financial strategies and conduct virtual or in-person appointments. They are also responsible for following a structured mentorship system and tracking client follow-ups.
The representative will connect with new clients to educate families on financial solutions. They are responsible for running appointments and following a proven system to track activity and results.
The role focuses on generating new business through proactive lead generation and cold calling. It also involves building client relationships and delivering persuasive presentations to meet sales targets.
