Lead Generator at Westfield Consulting

What You'll Do

• Developing relationships with potential clients by building rapport with them
• Generating sales leads for businesses by identifying potential clients and encouraging them to purchase products or services
• Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
• Creating and maintaining a database of potential clients by collecting contact information such as names and phone numbers
• Maintaining relationships with potential clients by providing them with information about new products or services offered by the company
• Increasing awareness of products or services
• Coordinating with other departments within the company so that all leads are followed up on and dealt with appropriately
• Providing customer service to potential clients by answering questions about products and services offered by the company
• Identifying opportunities to generate leads through research, such as surveys or focus groups

What You Bring

• Bachelor's Degree
• Minimum of 4 years of relevant work experience
• Sound knowledge of financial markets and investment products
• Strong ability to develop a network of target prospects
• Outstanding communication and presentation skills
• Excellent business development and marketing skills
• Strong analytical and decision-making skills
• Experience in understanding the financial needs of all types of clients
• Ability to meet deadlines and manage expectations.