New Prospects for Financial Planners & Insurance Advisor
Building a qualified prospect list is a simple four-step process illustrated above
Resumes have always been a valuable source of getting qualified prospects for Financial Planners and Insurance Advisors.
A positive lead prospect almost always meets the following criteria which are majorly provided by resumes:
Job / Salary
CandidateZip parses resumes and filters data to provide a qualified prospect list. There is no need for coding and the set up requires only a few minutes.
It will automatically pick up data from your emails, G Drive or any other account to parse and push intelligent data points into the CRM you use for instant access and action.