Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to a specific allocated market and are individually accountable for achieving results.
Role type
Salaried Financial Advisor
Builds
Financial products and client relationships
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
Building Trust, Strategic Selling, Strengthening Customer Relationships, Data Exploration, Networking
Technologies
CRM system, Business intelligence tools
Responsibilities
Provide quality service to customers while identifying opportunities to secure new business or support retention; Analyze specific problems and issues to find the best solutions; Schedule follow-up actions and enter relevant information into the CRM system; Set clear objectives for each sales call or meeting and tailor standard materials to make presentations; Develop and implement a relationship management plan for potential customer accounts; Monitor and assess sales and market data for a specific geographic region; Develop a personal network within the business sector and represent the organization at business sector events; Conduct research and select relevant information to enable analysis of key themes and trends; Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas; Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct.
Seniority
Individual contributor, results-driven