Overview

Title: Financial Planning Coordinator

 

The role is to identify potential clients and source new nosiness to increase and drive sales

You will work directly with an associate wealth consultant as part of a team

and set and achieve sales targets on a monthly, quarterly, bi-annual and annual basis. The ideal

candidate must have a university degree with at least (2) years of working experience in a sales-driven

environment. Must be open to gain professional certifications.