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 Adviser
Builds
Financial plans and solutions
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Probing Questions, Qualifying Prospects, Strategic Selling, Sales Data Management, Oral Communications, Building Trust
Responsibilities
Identify customer financial needs, provide sound financial advice, recommend and implement financial plans, manage customer feedback, strengthen customer relationships