Aspiring Financial Adviser Campaign (Free State)
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
Financial Adviser
Builds
Financial plans and solutions
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Probing Questions, Qualifying Prospects, Strategic Selling, Oral Communications, Sales Data Management, Customer Understanding, Building Trust, Customer Service
Preferred skills
Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Decision Quality, Ensures Accountability