Reinforces daily activity of Financial Advisors. Recruit, lead and manage group. Empower and leads Financial Advisors to achieve day to day and month to month targets. Ensures that team has activities that will drive sales and achieve quotas. Prospecting.
Setting up appointments thru call, chat and e-mail. Finding potential clients and recruits. Also an Insurance Processor processing disbursements, loans, aftersales etc. Answering Incoming calls, handling Customer service and sales. Reviewing data and correcting incompatibilities and checking output.
Sourcing own leads. Responsible for selling and marketing real estate properties. Promotes advertisement, open houses and participation in various sales and marketing initiatives. Knowledgeable in digital marketing and creating own digital campaign materials. Meet the required sales target on a monthly basis.