Aspiring Financial Adviser
Core
Champion customers to achieve lifetime goals by identifying financial needs and implementing tailored financial plans and solutions.
Role type
Financial Advisor
Builds
Financial plans and solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Identifying Sales Opportunities, Probing Questions, Qualifying Prospects, Sales Data Management, Strategic Selling, Building Trust, Customer Understanding
Preferred skills
Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Decision Quality, Ensures Accountability
Technologies
Sales Software
Responsibilities
Identify customer financial needs, provide sound financial advice, recommend and implement fit-for-purpose financial plans, strengthen customer relationships
Seniority
Entry-level, self-motivated individual contributor