 Make calls to prospective customers to promote products or services.

 Follow up with leads generated from marketing campaigns.

 Build rapport with customers and understand their needs.

 Assessing Financial Situations: Evaluating Clients Financial Statuses, Including Income, Expenses, Assets, And Liabilities.

 Developing Financial Plans: Creating Strategies For Budgeting, Saving, Investing, And Retirement Planning.

 Investment Guidance: Recommending Investment Options Based On Clients Risk Tolerance And Goals.

 Insurance Planning: Advising On Life, Health, And Property Insurance To Protect Against Financial Risks.

 Tax Planning: Offering Advice On Tax-Efficient Investment Strategies And Potential Deductions. Type : Sales, Inbound, Outbound, Mutual Funds | Marketing |