Advisor, Business development and sales support
Core
Serve and maintain business relationships with members and clients, selling products and services through multiple distribution channels while balancing sales objectives with risk management and client satisfaction.
Role type
Business development and sales support advisor
Builds
Personalized solutions for clients with diverse needs and significant development potential
Domain
Financial services / Member services
Deliverable
client delivery
Required skills
Analyze complex client needs, develop and implement personalized solutions, establish advisory relationships, advise on products and services, collect and analyze data, prepare reports and recommendations, stay updated on industry standards
Preferred skills
Interpersonal savvy, knowledge of line of business
Technologies
None stated
Responsibilities
Identify current and potential client needs to support retention, analyze and meet technically complex client needs, handle requests and follow up, prepare reports and recommendations based on data analysis
Seniority
Mid-level, hands-on IC