Commissioned Financial Advisor
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 Advisor
Builds
Financial plans and solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Procurement of new business, expanding sales to existing customers, working on own leads
Preferred skills
Action oriented, balancing stakeholders, building networks, collaborating, communicating effectively, customer focus, driving results, ensuring accountability