- – Drive client acquisition and retention, achieving 95%+ retention rates.
- – Identify and close new business opportunities, managing the full sales cycle.
- – Analyze market trends to deliver data-driven workforce solutions and strategies.
- – Build and maintain strong client relationships to drive satisfaction and retention.
- – Identify opportunities for account growth and develop strategic account plans.
- – Coordinate with internal teams to ensure timely delivery of products and services.
- 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.