• Provide clients with specialist advice on how to manage their money.
•The role involves researching the marketplace and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs, and then securing a sales.
•Accomplishes department objectives by managing staff; planning and evaluating department activities.
•Maintains staff by recruiting, selecting, orienting, and training employees.
•Ensures a safe, secure, and legal work environment.
•Develops personal growth opportunities.