MFC Salaried Financial Advisor (Thaba Nchu)
Core
Provide financial advice on a specific range of products to an allocated market segment, accountable for achieving sales results.
Role type
Salaried Financial Advisor
Builds
Financial products and services for individual clients
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Sales Data Analysis
Preferred skills
Building Trust, Strategic Selling, Network of Influence
Responsibilities
Provide quality customer service and resolve complex queries; Analyze customer problems to find best financial solutions; Develop and implement relationship management plans for potential accounts; Monitor and assess sales and market data for a specific geographic region; Conduct research to analyze key themes and trends using business intelligence tools.
Seniority
Individual Contributor