Financial Advisor
1) Scheduling guests for business opportunity2) Scheduling appointments.3) Interviewing guests.4) Doing the appointments.5) Do the financial needs analysis (FNA)6) Setup 2nd appointment and go over the FNA with client.7) Get referrals from client.8) Follow up with old guests.9) Be in constant communication with teammates.10) Follow up with old clients.11) Attend weekly training.12) Prospecting13) Read self-help books that can help make his/her business grow.14) Stay compliant with federal and state laws15) Be motivated.16) Be positive.17) Be consistent.