Equity Specialist

About the role

Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals. Trade Activation Ensure maximum trade activation among acquired clients to drive engagement and revenue. Focus on High-Value Prime Plans Maximize conversions to High-Value Prime plans from the total acquisitions.

What you'll do

• Achieving new acquisition numbers
• Engaging in branch meetings
• Achieve Business Targets Take ownership of key metrics, including new client acquisition numbers, revenue generation, and activation
• Engage with Large Clients Conduct client meetings to convert high-potential leads and support branch teams in achieving their equity-related goals