Commissioned Financial Adviser (Heilbron / Frankfort / Reitz)
Core
Champion customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions.
Role type
Commissioned Financial Adviser
Builds
Financial plans and solutions for individual customers
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Identifying Sales Opportunities, Qualifying Prospects, Sales Data Management, Strategic Selling, Strengthening Customer Relationships
Preferred skills
Building Trust, Customer-Focused, Customer Understanding, Oral Communications, Probing Questions, Sales Software
Responsibilities
Procure new business, expand sales of products and services with existing customers, work mainly on own leads
Seniority
Individual Contributor
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