Salaried Financial Advisor
Core
Provide advice on a specific range of financial products to an allocated market segment, driving sales and retention through direct customer engagement.
Role type
Salaried Financial Advisor (Sales & Client Services)
Builds
Financial product sales and client retention
Domain
Financial Services / Insurance / Banking
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Sales Data Analysis, Regulatory Compliance, Oral Communications
Preferred skills
Presentations skills, Strategic Selling, Building Trust
Technologies
MS Word, PowerPoint, Outlook, CRM systems, Business Intelligence tools
Responsibilities
Process customer cases and resolve complex queries; analyze customer problems to propose best-fit financial solutions; schedule follow-ups and update CRM records; tailor presentations for decision-makers; develop relationship management plans for potential accounts; monitor regional sales data to identify business development opportunities; conduct market research on key trends.
Seniority
Individual Contributor, 3+ years experience