- – Lead change management workstreams and conduct stakeholder impact assessments.
- – Manage smaller transformation projects, coordinating timelines and resources effectively.
- – Design communication strategies and develop training materials for client engagement.
- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.
- Atteindre les objectifs de vente des produits d'épargne individuels.
- Établir et entretenir des relations solides avec courtiers et agents.
- Posséder une expertise en produits d'épargne et compétences en vente.