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You will also use your market development, negotiating and customer service skills to build and maintain a network of relationships in the realtor community i.e…
CA firms, lawyers, advocacy groups, etc.); Provide education to team members, wealth advisors, other Bank business partners and clients on legal, tax or…
You will also use your market development, negotiating and customer service skills to build and maintain a network of relationships in the realtor community i.e…
Often achieved through assigned targeted clients/ referrals/ territories or sales activities within larger HFA book of business.
Developing referral leads from satisfied clients and spend a significant amount of time on prospecting new clients; Conducting local mortgage seminars (i.e.
CA's, lawyers, and other professionals as required) to provide optimal service on complex planning matters. The Senior Financial Planning Consultant (SFPC) is…
Developing referral leads from satisfied clients and spend a significant amount of time on prospecting new clients; Conducting local mortgage seminars (i.e.
Developing referral leads from satisfied clients and spend a significant amount of time on prospecting new clients; Conducting local mortgage seminars (i.e.
Developing referral leads from satisfied clients and spend a significant amount of time on prospecting new clients; Conducting local mortgage seminars (i.e.
Developing referral leads from satisfied clients and spend a significant amount of time on prospecting new clients; Conducting local mortgage seminars (i.e.