Willingness and ability to travel frequently and work outside standard business hours, including weekends, when required to support business needs, customer engagements, and healthcare-related events and activities.
Ability to effectively identify and implement the most efficient virtual/in-person engagement strategies by customer to maximize overall effectiveness and impact. Develops and implements effective business and territory call plans and adapts based on self-identified opportunities and insights.
Effectively builds rapport and relationships with customers across virtual and F2F environments; maintains a methodical approach toward call objectives (e.g., clear next steps and appropriate documentation, managing to KPIs); utilizes current digital tools effectively (e.g., Veeva Engage, Zoom, WebEx, Microsoft Office) as well as adapts quickly to new/beta tools (e.g., digital triage app) for successful customer engagement; leverages analytics to assist with developing insights and next best action plans
Compliantly engage key customers to grow business and drive product demand by proactively providing education that, in colleague’s judgment, best meet HCP and patients’ needs
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Established in 2010, My Wishes Integrated Services specializes in financial planning, estate planning, and wealth protection solutions for individuals and small business owners. Their mission is to empower clients with innovative strategies to build lasting legacies. They aim to be the most trusted partner in estate planning and wealth protection, making financial security accessible to all.