B2B Financial Advisor with unique offering needs help

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  • #12732
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Barbara R. has already sent a proposal.
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Description

Experience Level: Intermediate
I am looking for someone to help my young business grow in the company pension sector. My target market are companies with 20-100 employees who already have a pension scheme in place but have received little to no service from their current financial advisor.

If you have had any experience in this area it would be beneficial.

Initially I am looking for someone to clean my database to update the details regarding pension contact, number of employees and pension scheme in place.

Phase 2 will be follow up introduction letters posted to the recipients identified above with the view of making myself appointments.

I am happy to look at a straight hourly basis for the 1st phase followed by a combination of either hourly and or commission in phase 2

If you think you can add value to my business please contact me. Would prefer someone within an hours drive of London for interview purposes but will consider all

This project is home based

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