Short term bridging of shortages of personal e.g. due to sickness, new tasks or activities, or expansion. Extraordinary activities can create short or medium term excess of work for the permanent staff; with qualified external manpower the permanent staff can be supported temporarily.
My extensive experience can be of great help.
The sales of technical investment products with high requirement of explanation requires stable sales structures with long term customer loyalty. However: the competitors are not sleeping and becoming stronger everywhere. Therefore new ideas and fresh impulses are important for a flexible adaptation to new requirements.
There is no standard recipe as these are tasks with requirement for specific solutions, adapted to the company structure and culture, the markets served, and the existing customer structure. Principally a wokplan can look like:
My nearly 40 years experience will support you significantly!