Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to an allocated market segment, driving sales and retention through direct customer engagement.
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 Development, Stakeholder Balancing
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 records after customer contacts; Tailor presentations to decision-makers to identify sales opportunities; Develop relationship management plans for potential accounts; Monitor regional sales data to identify business development areas; Represent the organization at business sector events.
Seniority
Individual Contributor, entry-to-mid level