MFC Salaried Financial Advisor (Talent Pool)
Core
Provide financial advice on a specific range of products to an allocated market, accountable for achieving sales results through own efforts.
Role type
Salaried Financial Advisor
Builds
Financial products and services for individual customers
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
Presentations skills, Business Networking
Technologies
CRM systems, MS Office (Word, PowerPoint, Outlook)
Responsibilities
Provide quality customer service and resolve complex queries; Analyze customer problems to find best solutions; Schedule follow-ups and enter data into CRM; Tailor presentations to decision-makers; Develop relationship management plans for potential accounts; Monitor sales and market data for a region; Represent the organization at business sector events.
Seniority
Mid-level, individual contributor