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Retail Insurance Advisor
3 weeks ago
We are a forward-thinking organization, dedicated to delivering innovative solutions to our clients and partners.
Retail Business Consultant Job DescriptionThis role requires an individual with a proven track record in the financial services industry, excellent business acumen, and a deep understanding of product, market, and sales intelligence.
The successful Retail Business Consultant will develop and maintain meaningful partnerships with IFAs, presenting a professional agenda and meeting minutes, while continuously improving weekly activities to meet sales targets.
Key Performance Indicators- Exceeding minimum production targets
- Developing and maintaining strong relationships with IFAs
- Presenting a professional and disciplined approach to business