Aspiring Financial Adviser
Core
Champion customers to achieve lifetime goals by identifying financial needs, providing sound advice, and implementing fit-for-purpose financial plans.
Role type
Financial Advisor
Builds
Financial plans and solutions
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Direct Selling, Qualifying Prospects, Strategic Selling, Oral Communications, Sales Data Management
Preferred skills
Building Trust, Customer Feedback Management, Strengthening Customer Relationships, Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Decision Quality, Ensures Accountability
Technologies
Sales Software
Responsibilities
Identify customer financial needs, recommend financial solutions, implement financial plans, manage customer relationships, handle sales data.
Seniority
Entry-level / Aspiring