Financial Consultant
Core
Conducting 'My Review' appointments to understand customer financial goals, proactively identifying appropriate products, and driving business development through face-to-face, virtual, and outbound interactions.
Role type
Financial Consultant (Customer Service & Sales)
Builds
Customer relationships, new leads, and branch membership
Domain
Financial Services / Building Society
Deliverable
client delivery
Required skills
relationship building, customer service, sales, outbound calling, active listening, coaching, time management, internal system usage
Preferred skills
financial services experience, inspiring and motivating teams
Responsibilities
Conduct 'My Review' appointments, make outbound calls to promote reviews and generate leads, engage customers to identify needs, act as an advocate for financial advice, support colleagues with coaching and training, maintain accurate customer records, adhere to policies and controls
Seniority
Individual Contributor