their success. Their mission revolves around building meaningful relationships within the industry, championing ethical practices... to understand their needs and priorities. Serve as a trusted advisor, ensuring brokers are aware of resources, training...
and notifications to the appropriate Investment Advisor on a timely basis. Follow-up with the Investment Advisors to ensure timely... and organize seminars, lunch and learns, workshops and product launches for clients. Who You Are You understand that success...
of local sales strategies and tactics Builds credibility and trust as a personal fashion advisor to both team and customers... Influences customer's purchase decisions by balancing patience and assertiveness Sensitive to customer and team's needs...
consulting and recurring opportunities. This is including performing a consulting/recurring-specific customer platforming... with the marketing team, joining customer visits with the sales team, attendance during consulting jobs and pullthrough follow...