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Advise and support customers to achieve lifetime financial goals by identifying needs, providing consultative financial advice, recommending and implementing suitable financial plans and solutions. Build relationships, manage sales activities, and use sales data/tools to qualify prospects and close business.

Advise clients on financial needs and implement fit-for-purpose financial plans. Prospect and procure new business, expand sales with existing customers, work primarily from own leads, and deliver consultative, customer-focused selling and relationship management to meet lifetime financial goals.

Sell financial products through consultative selling, identify customer needs and sales opportunities, qualify prospects, manage sales data and software, build customer relationships, and provide excellent customer service.

Provide front-line customer service and sales support: qualify prospects using scripted interviews, maintain CRM and sales data, follow compliance procedures, assist with routine business development, identify sales opportunities, receive visitors, and manage basic operational tasks to support client relationships.

Provide consultative financial advice to clients: identify needs, recommend and implement fit-for-purpose financial plans and solutions, build relationships, and drive direct sales while maintaining customer focus and accountability.

Provide frontline customer service and basic financial sales support: handle routine inquiries, maintain CRM data, identify sales opportunities, prospect assigned leads, and follow mandatory operational and compliance procedures. Assist visitors, perform routine business development tasks, and document follow-up actions.

Advise customers on financial needs, recommend and implement fit-for-purpose financial plans and solutions, procure new business, expand sales with existing customers, and manage primarily own leads using consultative selling and customer-focused techniques.

Identify clients' financial needs, provide consultative advice, recommend and implement tailored insurance and financial plans, build and strengthen customer relationships, generate and qualify prospects, manage sales data and customer feedback, and achieve sales targets.

Serve as first point of contact for customers, handle routine inquiries, follow multilevel sales scripts to qualify needs, maintain CRM and basic customer data, perform entry-level business development and prospecting, and follow compliance and operational procedures.

Champion customers to achieve lifetime goals by identifying financial needs, providing sound advice, and recommending and implementing fit-for-purpose financial plans and solutions. Build relationships, consultatively sell insurance and financial products, manage sales data, and maintain customer-focused service.