Salaried Financial Advisor In-house
Core
Provide advice on a specific range of financial products to an allocated market, accountable for achieving results through own efforts.
Role type
Salaried Financial Advisor
Builds
Financial products (Long term Insurance, Retail pension benefits)
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Regulatory Compliance, Sales Data Analysis, Networking
Preferred skills
Strategic Selling, Business Development, Data Exploration
Technologies
CRM systems, Business intelligence tools
Responsibilities
Provide quality customer service and resolve complex queries; Analyze customer problems to find best solutions; Schedule follow-ups and enter data into CRM; Tailor presentations to decision-makers and gather customer information; Develop relationship management plans for potential accounts; Monitor sales and market data for a specific region; Represent the organization at business sector events.
Seniority
Individual Contributor