Our Client is an Investment company currently recruiting Unit Managers
Key Responsibilities
Key Responsibilities
- Leading a team of agents
- Grow and recruit more team members
- Train, motivate and help the agents with production
- Preparation of weekly and monthly targets, reviews, activities, etc.
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
- Analysing information and preparing plans best suited to individual clients' requirements;
- Researching the marketplace and providing clients with information on new and existing products and services;
- Designing financial strategies;
- Assisting clients to make informed decisions;
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