Role Responsibilities: Generate new business through plan sales and takeovers, create and maintain a clientele within the APC system, and develop a referral network of professionals.
Interaction & Service: Interact with clients, advisors, and internal support staff to service client needs.
Key Requirements & Conditions: Develop and maintain a referral network of CPA's, Financial Planners, Brokers, and Attorneys.
Location & Company: Based in Chico, California (UK) with responsibilities involving client interaction and network development.
Apply on sourceYou are leaving VoxJobs for talent.com — the application is handled directly by the company. talent.com
Job description
To generate new business through new plan sales and takeovers, to create and maintain a clientele within the APC system and to develop and maintain a referral network of CPA's, Financial Planners, Brokers and Attorneys.To interact with clients, advisors and APC's internal support staff to service cl...