6. Managing People's Dreams Flashcards
Cheesy
I know this sounds a bit cheesy but it really is true.
At the end of the day
You have to remember what a pension scheme is
Lifetimes worth of hard work
Helping build a persons future
Retirement they’ve always wanted
I know none of you are anywhere near retirement age
An example of this that springs to mind is a client we’ve had for a very long time.
Client we’ve had for a very long
Successfully managed his pension over the years
Bought a Campervan travels around Europe with his wife
We get a phone call everyone and then and he tells us where he is and what’s up to
He tells us he is eternally grateful
That’s what he wanted that was his dream and we made it happen
Outro
What I like most about this job is that I can say I Had a big part play in making someone’s dreams come true
I don’t think it’s often you get to say that about your job
So now you what what we do and how we do it I’m gonna hand you over to my colleague Sarah so is going to talk to you about what makes a GREAT client relationship manager