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Responsibilities
- Independently service assigned accounts.
- Drive product sales.
- Assist with developing business plans, producer training, prospecting support, and point of sale work.
- May conduct product training and product sales seminars.
- Provide information needed to generate reports to track activities.
- Demonstrate outstanding client service by helping clients meet their financial goals.
- Develop a business plan to drive sales and meet objectives.
- Performs other duties as assigned or required.
- Develop and cultivate client base.
Requirements
- Must be able to develop and maintain agent relationships.
- Must have current knowledge of marketing trends and case design techniques with alternative assets
- Timely response time when dealing with advisor and other internal staff at the agency.
- French and English mandatory