Financial Consultant
ACE Life Insurance
Total years of experience :7 years, 11 Months
Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
Assesses clients' financial situation by gathering information.
Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Provides financial management information by preparing financial status analyses and reports.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Present purchase offers to sellers for consideration.
Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
Compare a property with similar properties that have recently sold to determine its competitive market price.
Advise clients on market conditions, prices, mortgages, legal requirements and related matters
Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
Prepare documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
Interview clients to determine what kinds of properties they are seeking.
Develop effective training programs that teach agents how to acquire customers, negotiate deals, and secure financing and complete paperwork for the sale.
Marketing roles; that includes planning, budgeting and coordinating open houses or other initiatives to develop new leads and increase sales for the office.
Occasionally attending association meetings to receive the latest information on housing regulations and legislation that affects the industry.