In this role, you will track record in generating new business - we are only interested in speaking with individuals that can demonstrate self-sufficient success and the ability to find, manage and close high-value deals.
The Functional Consultant understands the features and functionality of Lawson Financials. The Functional Consultant serves as the subject matter expert on Lawson Financials implementation and upgrade projects.
In this role, the selected candidate will be responsible for generating new opportunities from existing customer referrals and through building partnerships as well as from your own targeted outbound activity into larger prospects.
The selected candidate will be responsible for collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the clients broad range of investment needs.
In this role, you will demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele.
In this role, you will be responsible for identifying customer needs, you partner with members of the branch team to introduce additional fidelity products and services in order to retain and build fidelity assets.