Business Planning Specialist

The Business Planning Specialist will be calling on small to mid-sized businesses to present solutions that assist in safeguarding the business, may lower taxable income, exit strategies, and retirement. As you develop relationships with business owners, you may also assist their financial needs beyond the workplace.

Department: Project Management
Project Location(s): Yerevan, RA
Education: Master's Degree
Compensation: N/A

Responsibilities

  • Develop optimal strategies based on business and objectives
  • Build relationships with local businesses via phone, walk-in, direct mail
  • Business planning
  • Present proposals to interested businesses
  • Assist business owners in both short and long-term planning
  • Assisting business owners in retirement planning
  • Understanding relevant ideas like exit strategies and capital cash reserves

Skills/Experience

  • Life and Health License (Preferred but not required)
  • Series 6 and 63 (Preferred but not required)
  • Strong written and verbal communication skills
  • Ability to explain complex issues and concepts to customers in simple, understandable terms
  • Star Branch is a 3rd party recruiting firm
  • Professional demeanor;
  • Personal accountability and strong work ethic;
  • Professional, able to interact with vendors/clients;
  • Positive, “can do” attitude.

how can we help you?

Contact us at info@pma.am or submit your business inquiry online.

PMA is an invaluable partner. Their experts have collaborated to support the growing field of practitioners using collective impact.

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Tsoler Manissajian
Project Owner, Akunq Resort Project

Looking for a First-Class Business Plan Consultant?