You will conduct financial and wealth strategy consultations with qualified leads while building and developing your own team. The role involves transitioning from a high-performing sales professional into an independent leadership position.
You will work with existing leads to provide financial and wealth management strategies. You will also participate in advisory meetings, both digitally and in person, while developing into an independent consultant.
You will participate in a 6-month trainee program to learn financial consulting and advisory services. Your daily tasks include supporting client consultations, both digitally and in person, while developing into an independent financial advisor.
You will provide professional advice to clients regarding investment, retirement, and financial solutions while developing individual wealth accumulation strategies. The role involves building long-term client relationships using provided leads rather than cold calling.
You will be responsible for generating customer appointments, building a sales pipeline, and learning professional financial consulting processes. Additionally, you will support client analysis, prepare documentation, and participate in team-based performance optimization.
The sales representative is responsible for telephone-based customer support, conducting structured initial consultations to determine needs, and maintaining CRM documentation. Additionally, the role involves organizing financial consultation appointments and supporting team events and seminars.
