Financial Advisor Mexico

Duties & Responsibilities include:Networking at every opportunity including [but not limited to]; networking events, social events, charity, sports and other business events.Conducting a full assessment and suitability report for clients in order to provide the correct solutionAchieving sales targetsFull ownership of sales lead starting from 1st contact right through to close.Database management, ensuring data being used is recent and updated regularly.Managing and servicing your client accounts.Fulfil all company-established policy obligations