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The financial advisor will provide financial solutions to existing and prospective customers based on their financial needs.
The role placer is expected to partner clients or customer to achieve their dreams by demonstrating exceptional knowledge in the company’s products and services while offering tailor-made financial solutions to meets their needs now and in the future.
- Conduct customer’s financial need analysis in order to develop and implement a customized financial solution for customers
- Achieve revenue sales targets
- Proactively build and a maintain a pool of customers
- Prospecting customers by presenting our innovative products and providing professional financial advisory services
- Submit daily and weekly report
- Identify key opportunities for revenue growth.
- Support and guide customers through the decision-making process by displaying exceptional product knowledge and customer centeredness
- Regularly reviewing customer’s portfolios/accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment
- Conduct competitor analysis
- Complete all other duties relating to the role