Financial Planning Consultant

Job description

Job Description Summary Responsibilities: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences. Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation. Define, deliver, and adapt specialized financial products that meet customer needs by selecting the best possible approaches available within established systems. Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to th...