Advancing Financial Adviser-2
Core
Provide advice on a specific range of financial products to an allocated market segment, handling customer inquiries and driving sales through direct effort.
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, Network Building
Preferred skills
Strategic Selling, Stakeholder Balancing, Complex Problem Solving
Technologies
CRM Systems, Spreadsheets, Sales Software
Responsibilities
Handle customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make calls to potential customers to develop relationships, Ensure accurate customer data entry and follow-up notes, Follow mandatory procedures and regulatory codes, Identify sales opportunities through referrals and data analysis
Seniority
Individual Contributor, Entry to Mid-level