Networking at every opportunity including [but not limited to]; networking events, social events, charity, sports and other business events.
Conducting a full assessment and suitability report for clients in order to provide the correct solution […]
Full ownership of sales lead starting from 1st contact right through to close. […]
At least 2 years proven working experience as a Financial adviser or relevant offshore experience […]
Accuracy, attention to detail and the ability to explain complex information clearly and simply […]
Full back office and sales support via admin staff and modern cloud...