Infoverity

Financial Planning and Analysis

• Develop and execute sales strategies to meet or exceed individual and team revenue targets
• Identify and pursue new business opportunities through research, networking, and lead generation
• Conduct market analysis to understand customer needs, industry trends, and competitive landscape
• Present and promote company products and services to both potential and existing clients
• Collaborate with marketing and product development teams to ensure alignment of sales efforts with business goals

Senior Client Advisor – Financial Services