Opportunity Description
Introduction
Do you feel like your career has stagnated and that you need a new challenge? It’s time to stop searching and read on, as this might be the opportunity you are looking for.
Duties & Responsibilities
Responsibilities:
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business.
- Conducting in-depth reviews of clients' financial circumstances, current provision, and future aims.
- Analysing information and preparing plans best suited to individual clients' requirements.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Assisting clients to make informed decisions.
- Reviewing and responding to clients' changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
Desired Experien...
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