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Financial Representative
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- Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
- Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
- Proactively develop community relationships to cultivate and strengthen presence in target market(s).
- Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
- Demonstrate personal drive and resilience to achieve goals.
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