Develops a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.
Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining the extent of present coverage and investments; and ascertaining long-term goals.
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Travel Itinerary
Destination Knowledge
Product Development
Customer Service
Market Research
Budget Management
Negotiation Skills
Problem Solving
Communication Skills
Time Management
Creative Thinking
Vendor Relations
+10
Posted
9 days ago
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