- Identify, prospect, and onboard individual clients through networking, referrals, and targeted outreach.
- Conduct deep-dive assessments of clients' financial situations, goals, risk tolerance, and life stages to tailor customized financial solutions.
- Evaluate client liability and legacy goals to recommend and place appropriate life, disability, and critical illness insurance policies.
- Conduct regular portfolio reviews with clients to adapt their financial plans to life changes, economic shifts, and evolving goals.
Business DevelopmentSalesforceCRM