Broker Sales Representative

As an independent financial brokerage, our client provides a wide array of Financial Services to its Professional clients in the market including Risk, Investment, and Estate Planning. They pride themselves in providing exceptional client services unmatched within the industry.

Responsibilities:

• Pitch our business to potential new clients and schedule appointments with existing clients for financial advisor visits (Cold-Calling)
• Source leads from various databases.
• Work closely with financial advisors and their teams.
• Schedule appointments based on financial advisors diaries.
• Meet daily, weekly, and monthly targets.
• Ability to communicate effectively with their niche clientele
• Contribute significantly to new business revenue.