Financial Planning Consultant
- 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.