Financial Services Network Consultant

About the job Financial Services Network Consultant

As a Financial Services Network Consultant, your main duties will involve researching and making professional appointments within the financial services industry. You 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:

• Conducting research to identify potential clients and networking opportunities within the financial services sector.
• Making professional appointments with Financial planners, Brokers, and Wealth managers.
• Building and maintaining strong relationships with brokers, for the team to go and meet.
• Collaborating with team members to develop effective sales strategies and achieve the minimum required meetings in a month.
• Keeping abreast of industry trends,...