DSquare Technologies
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Providing support for clients by learning about and satisfying their needs.Making cold calls or reaching out to prospects.Following up with prospects several times throughout the sales cycle to ensure needs are being met.Presenting and demonstrating the value of products and services to prospective buyers.Compiling and analyzing data to find trends.Developing sales strategies and setting quotas.Staying current on company offerings and industry trends.Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering client questions about financial plans and strategies and giving financial advice.
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