niche recruitment -
3 Jobs
Regina , SK
- Provide insurance focused financial planning for emerging affluent and high net worth families, to help them build, protect and multiply their wealth.
- Develop strong relationships with clients understanding their goals and challenges managing the client relationship from a-z.
- Develop and present comprehensive financial plans to help individuals/families reach their goals
- Follow up on warm leads to develop new clients
- Provide exceptional customer service
- Utilize industry leading technology to manage your client relationship and present customized strategies