Salaried Financial Advisor
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
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Qualifying Prospects, Sales Data Management, Probing Questions, Customer Needs Clarification, Business Development, CRM Data Management, Regulatory Compliance
Preferred skills
Strategic Selling, Building Trust, Customer Relationship Development, Market Intelligence Gathering, Networking
Technologies
CRM systems, Business Intelligence tools
Responsibilities
Process customer cases and resolve complex queries; analyze customer problems to propose best-fit solutions; schedule follow-ups and update CRM records; tailor presentations to decision-makers; develop relationship management plans for potential accounts; monitor sales data for specific regions; represent the organization at business sector events; ensure adherence to organizational policies and regulatory codes.
Seniority
Individual Contributor