Professional Development: Participate in training programs and workshops to enhance you knowledge and skills Team Building: Collaborate with other representatives and support staff to achieve team goals. Needs Assessment: Conduct thorough financial needs assessments to understand clients goals, risk tolerance, and budget constraints. Client Acquisitions: Prospect for new clients through various channels, including referrals, networking, and community outreach. Product Presentation: Effectively present our product and services highlighting the benefits and value they offer. Client Relationship Management: Maintain ongoing relationship with clients, providing ongoing support and advice.