Advance Care Planner
9 months ago
The Advance Care Planner is responsible for developing and implementing care plans to help customers meet their objectives and managing customer relationships. He/She understands customer profiles and recommends suitable solutions to them. He is also in charge of attracting his own customers through networking sessions, relationship building and referrals.
The Advance Care Planner duties might require him to work on weekends and after office hours and may involve travel to customers' locations. He has a friendly and outgoing nature and is able to build rapport with customers to establish trust.
Tell employers what skills you have
Wealth Management
Referrals
Investment Strategies
Financial Planning
Interpersonal Skills
Customer Relationships
Wealth
Planner
Compliance
Networking
Estate Planning
Financial Advisory
Financial Services
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