Commissioned Financial Advisor
Core
Provide financial advice and sell life assurance products to a specific allocated market, building relationships to achieve individual performance targets.
Role type
Commissioned Financial Advisor
Builds
Life assurance and related financial products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Prospecting, Customer Relationship Management, Regulatory Compliance, Business Plan Development, Oral Communications
Preferred skills
Strategic Selling, Sales Data Management, Network Building
Technologies
CRM systems, Business Intelligence tools
Responsibilities
Prospecting and conducting business within assigned markets; Selling and promoting life assurance and financial products; Building and maintaining strong relationships with clients; Providing financial advice in line with compliance frameworks; Developing and monitoring business plans to meet targets.
Seniority
Individual Contributor, Sales/Advisory