Business Development Specialist
CurrentExpand connections with external collaborators, and internal business partners.Collaborates with business partners to assess the efficacy of marketing trends and communication materials, devising strategies to enhance outreach and engage the customer base more effectively.Identifies appropriate fund solutions for registered representatives by uncovering the needs of their clients.Engages in virtual sessions to deliver informative product presentations, fostering knowledge and interest.Provides analysis of client portfolios and facilitates the creation of a financial plan based on risk tolerance.