Advancing Financial Adviser
Core
Provide financial advice on a specific range of products to an allocated market, handling customer inquiries, clarifying needs, and developing relationships to achieve sales results.
Role type
Financial Adviser
Builds
Financial product sales and customer relationships
Domain
Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Sales Data Management, Compliance Adherence, Oral Communications
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Responsibilities
Handle customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make calls to potential customers to develop relationships, Identify sales opportunities through referrals and data exploration, Ensure accurate customer data in CRM systems, Follow mandatory procedures and regulatory codes
Seniority
Individual Contributor