8 Ladderup Wealth Management Jobs

Role & responsibilities

- Requires high quality selling and communication skill

- Understanding about estate planning, wills and different financial products,

- Making a pitch on Estate planning and building up a team of channel partners

- Develop sales plans and making calls on a daily basis to ensure effective conversion

- Educating the channel partners on the basics of estate planning, filling up of questionnaire, etc

- Resolving the queries and hand holding

- Meeting the business targets set

- Co-ordinate and ensure availability of marketing material

Managing sales pipeline, forecast monthly sales and identify new business opportunities

Preferred candidate profile

1. Young dynamic candidates looking for a career in building a channel

2. Self-motivated and self-directed

3. Good communication skills

4. Understanding of basic financial terminologies

5. Awareness about the local and global events

Working knowledge of MS office