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Para Planner for Financial Growth
2 weeks ago
This Para Planner for Business Development position at Ultra Personnel is designed to foster business growth through strategic partnerships with Financial Advisors. We seek an individual with exceptional analytical skills, emotional intelligence, and experience in financial services.
Responsibilities- Contribute to business growth through collaboration with Financial Advisors.
- Deliver para planning and business development support to senior teams.
- Evaluate and improve advisor performance using AW-endorsed processes.
- Enhance client engagement and advocacy initiatives.
- Promote client satisfaction and loyalty through tailored services.
- Cultivate meaningful relationships between advisors and clients.
- Streamline workflow processes to increase productivity.
- Guarantee accurate and timely data analysis.
- Emphasize ongoing professional education and training.
- Foster innovative problem-solving approaches.
- Excellent communication and relationship-building abilities.
- Highly organized and time-efficient.
- Demonstrated leadership skills.
- Effective stakeholder engagement and negotiation.
