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Financial Services Consultant
1 week ago
- Lead Generation & Broker Management: Identify and develop sales opportunities through research, lead generation, and outbound sales activities.
- Build and maintain relationships with brokers for long-term success.
- Manage a portfolio of brokers across designated locations.
- Assist with onboarding and supporting new brokers.
- Ensure high-level customer service for both internal and external stakeholders.
Achieve sales targets through growth strategies and exceptional service. Manage outbound calls, virtual & face-to-face meetings, and the sales pipeline effectively.
