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- ...and clients by improving current services and identifying other areas of opportunity for new services. Lead Qualification: Use consultative selling strategies in discovery or exploratory calls to position the company's services as custom-fit answers to client needs,...
- ...scheduling and care issues directly and regularly with clients and caregivers Conduct follow-up calls with prospects to schedule consultations Enter and update caregiver, client, and communications data into Scheduling software Maintain professionalism, ethics, and...
- ...close activities. Contribute to improving bookkeeping workflows and firm efficiency. Provide administrative support to the PAC Consultant (Tom) and the General Manager (Mitch) as required. Assist with ad hoc reconciliations and financial queries as needed....
- ...strong, lasting relationships with clients. Conduct financial analysis and offer tailored solutions. Mentor and guide new financial consultants. What We’re Looking For: Bachelor’s degree in any field. Strong communication skills and a passion for helping people....
- We are looking for a home-based Junior Unit Mangers who will perform the following: Lead junior financial consultants in ensuring the accomplishment of their monthly task Provide financial advice to clients on their medium to long-term financial goals. Respond to prospective...