MFC Salaried Financial Advisor
Core
Provides financial advice on a specific range of products to a specific allocated market, individually accountable for achieving results.
Role type
Salaried Financial Advisor
Builds
Financial products for allocated market segments
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Sales ability, client focus, decision making, planning and organising, technical knowledge, tenacity
Preferred skills
Presentations skills
Technologies
MS Word, PowerPoint, Outlook
Responsibilities
Provide advice in line with customer value proposition and compliance framework, establish sound working relationships with prospective clients, develop and track business plan to meet individual performance targets
Seniority
Individual Contributor, entry to mid-level
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