MFC Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to an allocated market, accountable for achieving results through own 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, Strategic Selling, Customer Needs Clarification, Business Development, CRM Data Management
Preferred skills
Building Trust, Customer-Focused, Identifying Sales Opportunities, Probing Questions, Strengthening Customer Relationships, Network of Influence, Solutions Analysis
Responsibilities
Provide quality customer service and resolve complex queries; Analyze 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 a region; Represent the organization at business sector events; Conduct research to analyze key themes and trends.
Seniority
Individual Contributor