Professional Responsibilities to Include:
- Prospecting for clients.
- Developing and maintaining relationships with clients.
- Assist individuals in the process of defining their financial values. Establish strategies to achieve and protect those values where necessary.
- Become an outstanding Relationship/Resource by listening to your clients’ needs, gather facts, analyze and make responsible recommendations.
- Growing your client base, knowledge and skills through joint work with fellow associates in a team oriented environment.