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 results.
Role type
Salaried Financial Advisor
Builds
Financial products and services for individual customers
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Market Analysis, Networking
Preferred skills
Strategic Selling, Business Development, Data Exploration
Responsibilities
Provide quality customer service and resolve complex queries; Analyze customer problems to find best solutions; Develop and implement relationship management plans for potential accounts; Monitor and assess sales and market data for a specific geographic region; Conduct research to analyze key themes and trends using business intelligence tools.
Seniority
Individual contributor, results-driven