Financial Services Network Consultant, Primary duties will involve researching and making professional appointments within the financial services industry. Will be responsible for building and maintaining networks, identifying potential clients, and arranging meetings. This role requires a proactive approach to developing business relationships and achieving sales targets
Key Responsibilities:
- Conduct research to identify potential clients and networking opportunities within the financial services sector.
- Make professional appointments with financial planners, brokers, and wealth managers.
- Build and maintain strong relationships with brokers for the team to meet.
- Collaborate with team members to develop effective sales strategies and achieve the required monthly meetings.
- Stay updated on industry trends, market developments, and competitor activities to inform business strategies.
- Report on sales activities, progress, and performance metrics to management.