MFC Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to a specific allocated market and achieve results through individual efforts.
Role type
Salaried Financial Advisor
Builds
Financial products and client relationships
Domain
Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Sales Data Analysis
Preferred skills
Building Trust, Strategic Selling, Networking
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