Salaried Financial Advisor (Recruitment pool)
Core
Provide advice on a specific range of financial products to an allocated market segment, accountable for achieving sales results through direct efforts.
Role type
Salaried Financial Advisor
Builds
Financial products and services for individual customers
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Market Data Analysis, Networking
Preferred skills
Strategic Selling, Business Intelligence Tools, Stakeholder Management
Technologies
CRM systems, Business Intelligence tools
Responsibilities
Process customer cases and resolve complex queries; Analyze customer problems to propose best-fit financial solutions; Schedule follow-ups and update CRM data after customer contacts; Tailor presentations to decision-makers to identify sales opportunities; Develop relationship management plans for potential accounts; Monitor sales and market data for specific geographic regions; Represent the organization at business sector events.
Seniority
Entry-level, individual contributor