Identify and target potential clients through research, referrals, and networking.
Conduct engaging sales presentations and meetings to showcase our financial offerings.
Build and maintain strong relationships with clients to ensure satisfaction and loyalty.
Achieve and exceed monthly and quarterly sales targets.
Provide exceptional customer service, addressing client inquiries and concerns promptly.
Collaborate with internal teams to refine product offerings and enhance client experiences.
Maintain accurate records of sales activities and client interactions.
Stay informed about market trends and competitor activities to adapt strategies effectively.