Your mission
We are seeking a passionate and knowledgeable Wealth Advice Advocate to join our team. In this role, you will focus on Business to Business clients. You will educate prospects about the importance of financial advice, guiding them toward making sound financial decisions, and demonstrating the value of our advisory services. Your ability to build trust, explain complex financial concepts clearly, and foster long-term client relationships will be crucial to your success.
Key Responsibilities:
Key Responsibilities:
- Prospect Engagement: Actively call prospects to introduce them to our wealth management services and the benefits of financial advice.
- Appointment Setting: Effectively communicate the value of meeting with our financial advisers, aiming to schedule appointments for in-depth consultations.
- Client Education: Educate prospects over the phone on the importance of comprehensive wealth management and financial advice.
- Value Communication: Clearly articulate how our advisory services can help prospects achieve their financial goals.
- Sales Expertise: Utilise your B2B sales skills to identify prospect needs, present tailored solutions, and secure meeting bookings.
- Industry Knowledge: Stay up-to-date with industry trends, regulatory changes, and best practices to provide informed advice and maintain credibility.