Sales and Marketing Officer

• Financial consultants typically advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning.

• Helps clients create financial plans to achieve their goals.
• Answers financial questions and addresses concerns.
• Responds to client calls and emails promptly.
• Builds long-term client relationships.
• Brings in new clients and manages a book of business.
• Analyzes market and economic trends.
• Stays up to date on relevant government policies.
• Maintains client confidentiality.
• Collaborates with other financial planners.

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