Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
Educate and consult with plan participants on the Advisory Services available through their plan the methodology behind the services to assist the participant reach their retirement goals.
Must possess knowledge of the participant’s financial portfolio objectives, asset composition and past historical information
Make assigned and proactive outbound calls, focusing on defined objectives set for outbound call campaigns.
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