Sargent Stewart
Sales Development Representative @Dynamic Planner
Signup · Get unlimited contacts
WORK HISTORY
Sales Development Representative @Dynamic Planner
Reading, GB
Dynamic Planner is the award-winning financial planning system which helps financial advice firms match people with suitable portfolios through engaging financial planning. Dynamic Planner do this so people can fund the things that are important to them in life. Already used by over a third of UK investment advice firms, Dynamic Planner\'s goal is to support advice given to over half of UK advised investors.
EDUCATION
University of Hertfordshire
OND, Engineering & Technology
Southern Polytechnic State University
Higher National Diploma
London South Bank University
HND, Building Services
BTEC HND in Building Services
BTEC OND
Watford FC
OND in Engineering Technology
ABOUT SARGENT STEWART
Copy response I work as a Sales Development Representative at Dynamic Planner, where my role involves assisting advice firms in aligning clients with appropriate portfolios using the acclaimed financial planning platform. I possess over four years of experience in the cloud-based solutions sector, with a particular emphasis on financial planning, UCaaS, cybersecurity, and IT support services. My primary objective revolves around supporting advice firms in accomplishing their objectives and fulfilling their clients\' requirements. This is accomplished by identifying and engaging potential prospects, cultivating trust and rapport, and showcasing the value of Dynamic Planner\'s system. I\'m also responsible for managing and nurturing existing accounts, utilizing Salesforce and Hubspot CRM, and harnessing social media platforms like LinkedIn to create business prospects. My passion lies in delivering engaging and effective financial planning solutions that enable individuals to finance what truly matters in their lives.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.