Assist advisors in preparing client-facing materials for financial, retirement, and estate planning meetings.
Support client follow-ups, schedule appointments, and maintain clear records of conversations and action items.
Gather and analyse basic financial data to help build personalised plans across income protection, healthcare, savings, investments, and education planning.
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At least 2 years of B2B sales experience, with demonstrated experience in both winning new business and building and nurturing client accounts.
Proven ability to develop professional relationships with business owners, managers, decision-makers and other stakeholders throughout the B2B sales process.
Experience managing a sales pipeline, including prospecting, qualification, follow-up, proposal development, negotiation and closing.
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Develop and implement marketing activities to increase tourist visitation, demand, and expenditure through various channels, including digital marketing and social media.
Identify and develop new business opportunities and expand the network of travel trade partners.
Build and maintain relationships with travel agents, tour operators, airlines, tourism organizations, hotels, and other industry partners.
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