Researched Charlotte, NC College of Insurance and identified prospects for United Health Care's ideal client profile Life accident health - Effectively used United Health Care resources and sales tools to make initial Medicare Supplements licenses contact with qualified prospects - Promptly met with prospective and existing clients - Developed and maintained positive and professional business relationships Additional Skills... (members.climber.com)
By identifying an ideal client profile, both you and your advisor can determine if there is a mutual fit before working together. (cnbc.com)
If you're focused on an ideal client profile type and / or a persona or role, it's a pretty good bet that many others are as well. (blog.imaginellc.com)