- One to one investment guidance meetings with the clients.- Presenting and selling the company’s investment products.- Group meetings with the team to ensure company’s goals are met.- Creating and presenting masterclasses to the investor community.- Managing a public investment portfolio.

- Teaching all of the companies courses.- Conducting individual and group Q&A meetings with the company's clients.- Making phone calls after the completion of educational programs to promote other courses.- Producing and filming videos for the YouTube channel and for the company’s online portal.- Training new colleagues to deliver the courses properly.- Being a speaker at Profit Week, an educational marathon with hundreds of participants.- Guest speaker on TV at Antena Stars financial show.

- Course, seminars and trainings participation for learning and development;- Prospecting the lists with potential clients and potential collaborators;- Contacting them by phone and setting up meetings;- The actual meetings with clients and collaborators, both in physical format and online;- Elaboration of the strategy for each client, based on the information provided and its current situation;- Explanation, guidance and development activities of collaborators;- Coordination with the team and its assistance in terms of prospecting and contacting potential customers, as well as in the recruitment process of new collaborators;- Constant improvement of the way of working - both personally and of the team.

- Ensuring the company’s targets are met.- Conducting training sessions for my team.- Collaboratively creating the bonus scheme and team targets with the directors.- Establishing the team’s schedule.- Presenting and selling coffee varieties to the clients.