Advancing Financial Adviser-1
Core
Provides advice on a specific range of financial products to an allocated market, handling customer inquiries and developing relationships to achieve sales results.
Role type
Financial Adviser
Builds
Financial product sales and customer relationships
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Sales Data Management, Compliance Adherence, Data Exploration
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle simple customer inquiries and resolve complaints, Interview customers using sales scripts to clarify requirements, Make calls to potential customers to develop relationships, Ensure accuracy of customer details in CRM systems, Follow mandatory procedures for operational compliance, Identify potential customers through referrals and data analysis
Seniority
Entry-level / Individual Contributor