Wealth Management Sales
Mateus Bonorino
● Work directly with the President of the firm to develop new client leads for insurance, asset management & financial planning sales, contributing the highest sales numbers out of the group.
● Prospect for clients while expanding the existing network to discover new opportunities.
● Identify client's needs by analyzing their present income & asset situation, & then help clients take action on recommendations.
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Posted Jul 21, 2024
Generate top sales leads in insurance and financial planning; prospected new clients, analyzed needs, and provided actionable recommedations.
