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 services
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Customer Relationship Development, Sales Opportunities Creation, Business Development, Operational Compliance
Preferred skills
Building Trust, Strategic Selling, Data Exploration
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; Develop and implement a relationship management plan for potential customer accounts; Monitor and assess sales and market data for a specific geographic region; Conduct research and select relevant information to enable analysis of key themes and trends.
Seniority
Individual contributor