Salaried Financial Advisor (King Williams Town and Surrounding Rural Areas)
Core
Provide advice on a specific range of financial products to a specific allocated market in King Williams Town and surrounding rural areas, individually accountable for achieving sales results.
Role type
Salaried Financial Advisor
Builds
Financial products and services for individual customers in a specific geographic region
Domain
Financial Services / Insurance / Banking
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Qualifying Prospects, Customer Needs Clarification, CRM Data Management, Regulatory Compliance, Market Data Analysis, Networking, Oral Communications
Preferred skills
Strategic Selling, Building Trust, Identifying Sales Opportunities, Strengthening Customer Relationships
Technologies
CRM systems, Business Intelligence tools
Responsibilities
Process customer cases and resolve complex queries; Analyze customer problems to find best financial solutions; Schedule follow-ups and enter data into CRM; Tailor presentations to decision-makers and gather customer information; Develop relationship management plans for potential accounts; Monitor sales and market data for the region; Represent the organization at business sector events.
Seniority
Individual Contributor, Sales-focused