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Published 14 days ago
Responsibilities & more
Key Responsibilities.
Client Education & Sales:
* Conduct financial needs analysis for individuals, families, and small business owners.
* Educate clients on fundamental financial concepts and strategies for wealth building, protection, and preservation.
* Recommend and offer suitable financial products and services from a network of leading providers.
* Build and maintain long-term relationships with clients through exceptional service.
Business Development & Marketing:
* Proactively generate leads through personal networking, social media, referrals, and community outreach.
* Host and participate in informational seminars, workshops, and one-on-one meetings to attract potential clients.
* Develop a personal marketing plan to build your brand and pipeline.
Team Building & Leadership (Path to Management):
* Recruit, train, and mentor new agents to build your own team.
* Develop leadership skills to motivate and guide your team towards success.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)