- Developing company’s financial solutions business by establishing contacts and nurturing relationships with prospects
- Developing relationships with clients, providing support, information and guidance through relationship management and cross consulting
- Growing portfolios by researching and recommending new opportunities and service improvements
- Will be adept at generating his/her own leads, as well as leveraging company’s existing relationships to source sales opportunities
- Identifying business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options
- Ascertaining Client’s needs –recommend company’s solutions in order to match client’s needs and always represent the company’s values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern
- Keeping up to date with all new services and solutions
- Preparing and delivering appropriate presentations on solutions/ services. Describing services, features and benefits favorably and in a structured, professional way
