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Posted: September 23 2016
Company Location: Holtsville, NY
Application Deadline: Available Year-round
Position: 10 Full-time, Paid
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DescriptionEFS is a boutique Investment Counselling firm in the process of building up an International network of Investment Consultants to be located in the major cities of the world, but excluding the EU, the US and the UK.
This opportunity is suitable for a post graduate who has an entrepreneurial approach to his/her life.
The basic modus operandi is as follows:
a) Locate suitable clients using your social media and networking skills.
b) To meet and to complete a 'fact finding' questionnaire ( straightforward and non intrusive ). Following your first meeting with the client it is ordinarily recommended that you arrange, even if this is on a provisional basis, your next meeting.
You then forward the ‘fact find' as a pdf to: firstname.lastname@example.org for the proposal/recommendation/fund selection to all take place as part of the EFS ‘back office’ support. EFS will then e-mail the client ( with a copy to yourself ) of the literature ( brochures ) to study and to invite the client to respond with any queries. This is to ensure that the client understands fully the recommendation and literature that is provided and to enable you to complete the business at the second meeting.
c) Then at the second meeting 'armed' with your copy of the recommendation/proposal that EFS will have provided, you answer any final queries and then seek to finalise the application procedure.
Regular skype tele-conferences will be on offer so as to ensure that your own knowledge can grow as you proceed with this opportunity. All of the distance learning arrangements are free from any cost.
ResponsibilitiesCapable of self discipline
Capable of self study
RequirementsOutward looking personality
Positively enjoying meeting new people
SkillsRequired - Sales and Marketing, English, Social Business
Preferred - Entrepreneur, Business Networking, Working Alone