MFC Salaried Financial Advisor (In-house)
Core
Provide financial advice on a specific range of products to a specific allocated market and achieve individual performance targets.
Role type
Salaried Financial Advisor (In-house)
Builds
Financial products for allocated market segments
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
FAIS compliance, business plan development, prospecting, MS Office literacy, communication, presentations
Preferred skills
Sales experience
Technologies
MS Word, PowerPoint, Outlook
Responsibilities
Provide advice in line with customer value proposition & compliance framework, Develop, track & review business plan to meet individual performance targets, Work in specific allocated markets, Work with a specific range of products
Seniority
Mid-level, individual contributor