Experience Level: Intermediate
I am a financial advisor/wealth manager with a leading FTSE250 Financial Services provider in the UK. I am looking to target local businesses in generating face to face appointments in order to promote our financial services products. I advise high net worth clients and business owners, professional people such as company directors, dentists, solicitors, in relation to Pensions, Investments, Corporate protection, Inheritance Tax Planning. I need somebody to make 5-6 qualified appointments per week for a period of 3 months. Any type of profession as long as professionals or businesses.
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