As Executive Advisors, we create, maintain, and leverage new and existing referral networks and build key partnerships. We start and develop an independent referral network, and proactively identify and address new and existing sources of business. We contribute to team targets and meet and exceed individual targets and actively develop client relationships and understanding of client's needs, and we apply business knowledge and wealth creation strategies to help in getting the client's financial goals, calling in specialists where required.
Core tasks:
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