Commissioned 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
Commissioned Financial Adviser
Builds
Financial products and services
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Identifying Sales Opportunities, Qualifying Prospects, Sales Data Management, Strategic Selling, Probing Questions, Customer Understanding
Preferred skills
Building Trust, Customer-Focused, Customer Service, Oral Communications, Strengthening Customer Relationships
Responsibilities
Procure new business, Expand sales of products and services with existing customers, Work mainly on own leads
Seniority
Individual Contributor