Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to a specific allocated market, accountable for achieving results through own 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, Qualifying Prospects, Customer Needs Clarification, CRM Data Management, Regulatory Compliance, Business Development, Market Data Analysis, Networking, Oral Communications
Responsibilities
Provide quality customer service and resolve complex queries; Analyze customer problems to find best solutions; Schedule follow-ups and enter data into CRM system; Set objectives for sales calls and tailor presentations; Develop relationship management plans for potential accounts; Monitor sales and market data for geographic regions; Represent organization at business sector events; Conduct research using business intelligence tools.
Seniority
Entry-level, individual contributor
