Aspiring Financial Adviser
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
Financial Advisor
Builds
Financial plans and solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Strategic Selling, Strengthening Customer Relationships