Conditional Salaried Financial Advisor
Core
Acquiring, advising, and servicing clients by identifying financial needs and providing insurance and investment solutions.
Role type
Conditional Salaried Financial Advisor
Builds
Insurance and investment products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Sales Data Management, Compliance Adherence, Business Plan Development
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Technologies
Sales Software, Spreadsheets
Responsibilities
Interview customers to clarify requirements using sales scripts, make calls to develop relationships with potential customers, identify sales opportunities through referrals, input customer data into systems, follow mandatory procedures for regulatory compliance, develop and review business plans to meet performance targets.
Seniority
Entry-level / Individual Contributor