Short-Term Financial Advisor

Responsibilities and work outputs Source sufficient lead generating Maintain and update your Lead Generation Matrix on a weekly basis Once a quote is requested the consultant must contact client in order to conduct a proper needs analysis and offer professional advice Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time Keep up to date and fully informed on product comparisons with opposition products