·         Translation of strategic vision into a viable business model, whilst accomplishing profitable business positioning.

·         Build, manage and administer own personal financial planning practice.

·         Continuous cold calling, prospecting and presentations to source new business.

·         Build and maintain excellent client relations.

·         Gather client data and conduct a comprehensive Financial Needs Analysis.

·         Provide clients with a range of financial services & products to meet individual financial needs:

·         Including, but not limited to:  Life, Disability and Trauma cover, Short Term insurance, Retirement Planning, Investments, Savings options, Estate Planning, Wills and PPS Insurance.

·         Set up attainable business and actions plans to reach monthly deadlines and targets.

·         Perform ‘closing’ of sales negotiations, effectively increasing substantial sales turnover.

·         Professional co-ordination of projects; campaigns, promotions and client acquisitions.

·         Diagnose and resolve problems and actively manage case loads

·         Daily Time Management and Organization