Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to a specific allocated market and achieve results through individual efforts.
Role type
Salaried Financial Advisor
Builds
Financial products and client relationships
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Sales Data Analysis, Networking
Preferred skills
Strategic Selling, Business Development, Data Exploration
Responsibilities
Provide quality customer service and resolve complex queries; Analyze customer problems to find best solutions; Schedule follow-ups and enter data into CRM; Set objectives and tailor presentations for decision-makers; Develop relationship management plans for potential accounts; Monitor sales and market data for specific regions; Represent the organization at business sector events.
Seniority
Individual Contributor