As your company grows and develops, it’s important to keep your priorities on track so your business plans are consistent with your long-term personal goals. Drawing upon our decades of experience working with Business Owners and our expertise in business, taxation, finance and risk management, M3 Advisors can help you in a wide variety of ways to prepare for and plan for business and personal financial success.

Business Owners face a myriad of choices and issues concerning their business and personal financial needs. Often, there has been significant planning completed for both areas, but it is rarely integrated effectively. At M3 Advisors, we use our unique perspective to help Owners integrate the pieces of their financial puzzle in the most effective manner.

M3 Advisors focuses the engagement on our client’s business first. We do this because most Owners’ business interests make up the majority of their personal net worth. The business is also where the majority of potential tax efficiencies reside. It is typically where the least amount of planning has been done to integrate the business with the Owner’s personal goals.

Job Responsibilities: • Developing and managing a portfolio of Key Accounts. • Achieving monthly sales targets by identifying and developing new customers. • Ensuring high levels of customer satisfaction as well as upsell and cross sell potential within existing customers to maximise share of wallet. • Coordinating pre-sales and post-sales follow up. • Achieving and exceeding weekly and monthly KPIs. • Building strong and collaborative relationships with other internal stakeholders. • Monitoring market trends and providing regular competitor feedback. Job Requirements: • You have at least 1 year experience within a Sales (B2C) role, ideally within the Insurance industry. • You possess excellent interpersonal as well as written and verbal communication skills. • You are highly goal driven and work well in fast paced environments. • You are a strong team player who can manage multiple stakeholders. • You enjoy finding creative solutions to problems. Make an impact in the financial Industry! Click ''I'm Interested '' today to speak with the team!