We are seeking a dynamic and results-driven Bond Consultant.
This role is ideal for an ambitious professional with a passion for sales, relationship-building, and financial solutions. […]
• Utilize proactive and reactive prospecting methods.
• Build a strong network through partnerships and relationship management.
• Execute referral campaigns, community and mall activations, corporate presentations, and social media marketing. […]
• Use open-ended questions to assess financial and emotional needs.
• Pre-qualify clients by evaluating their financial background and affordability.
• Offer tailored...