KEY RESPONSIBILITIES 

• Cold calling and sourcing of leads from the different databases - lead generating.
• Work closely with the financial advisors and their team.
• Schedule appointments for the financial advisor for new and existing business.
• Meet daily, weekly, and monthly targets.
• Know how to speak and communicate with our target market of medical professionals.
• Make a noticeable contribution to new business revenue.

QUALIFYING ATTRIBUTES

Experience 

• Computer literacy - especially outlook.
• In-depth knowledge of our Company’s products and/or services.
• Expertise in the customer service area we focus in, such as Wealth portfolio’s, short term insurance, Financial, and other areas of our business.
• Adaptability and flexibility.
• Comfortable working in fast-paced environment.
• Troubleshooting skills, either basic or advanced, depending on the situation at hand.

Skills

• Strong telephonic skills.
• Great active listening skills.
• Exceptional interpersonal and rapport building skills.
• A patient and empathetic attitude.
• Strong time management and organizational skills
• Strong communication, both written and verbal.