Commissioned Financial Adviser
Core
Help clients achieve financial goals through sales and long-term relationship building within the financial services sector.
Role type
Commissioned Financial Adviser (EFAs)
Builds
Client portfolios and financial solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Identifying Sales Opportunities, Qualifying Prospects, Sales Data Management, Strategic Selling, Customer Understanding, Oral Communications
Preferred skills
Building Trust, Customer-Focused, Action Oriented, Drives Results
Technologies
Sales Software
Responsibilities
Building long-term client relationships, delivering outstanding customer service, managing sales data, identifying sales opportunities
Seniority
Individual Contributor, entry to mid-level
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