Advancing Financial Adviser
Core
Provide financial advice on a specific range of products to an allocated market, handling customer inquiries, clarifying needs, and developing relationships to achieve sales results.
Role type
Financial Adviser
Builds
Financial products and services for allocated market segments
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Sales Data Management, Compliance Adherence, Oral Communications, Qualifying Prospects
Preferred skills
Strategic Selling, Strengthening Customer Relationships, Data Exploration
Technologies
Sales Software, Spreadsheets
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 in CRM systems, Follow mandatory procedures and regulatory codes, Identify sales opportunities through referrals and data analysis
Seniority
Individual Contributor, Entry to Mid-level