Prospected for new clients everyday.
Financial Advisor (Former Employee) – Port Chester, NY – May 15, 2016
Prospected clients through several means including door to door knocking, phone call prospecting, internet and social media prospecting. I learned how to follow up with many clients each day, week, and month. Calendar management was incredible important. I always enjoyed when I worked with a new clients and completed portfolio reviews.
Freedom to make my own hours