Consultant

• Assist with practice development and business building
• Undertake monthly discussions and regular site visits to all Financial Advisors in the portfolio
• Work closely with the Business Development Consultant to ensure that all Financial Advisors attend and complete the practice management modules/sessions
• Support projects and focus activities of the Regional Business Manager or National Manager: AFP that seek to drive production
• Undertake networking with other stakeholders (head office and support departments) in the sales/support process
• Ensure that there is the general promotion of EoDB (Ease of doing business) with respect to processes and procedures relating to sales support and assistance to intermediaries

Practice Development Consultant – SLS SC SFP

Service Consultant