Salaried Financial Advisor In-house
Core
Provide financial advice on specific products to an allocated market and achieve results through individual efforts.
Role type
Salaried Financial Advisor
Builds
Financial products and client relationships
Domain
Financial Services / Insurance / Retirement
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, CRM Data Management, Business Development, Regulatory Compliance, Data Exploration
Preferred skills
Product category experience (Long term Insurance B1/B2, Retail pension), Networking
Technologies
CRM system, Business intelligence tools
Responsibilities
Provide quality customer service and resolve complex queries; Analyze problems to find best solutions; Schedule follow-ups and enter data into CRM; Tailor presentations to decision-makers; Develop relationship management plans for potential accounts; Monitor sales and market data for a region; Conduct research on key themes and trends.
Seniority
Individual contributor