
Senior Financial Advisor
7 days ago
Job Summary
We are seeking an experienced professional to join our team as a Senior Financial Advisor. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
About the Role:
In this role, you will be responsible for meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets. You will also assess customers' needs and provide assistance and information on product features.
Main Responsibilities:
The main responsibilities of this role include:
• Providing strategic advice on products and services, such as investments, insurance coverage and debt management tools.
• Ensuring high levels of customer satisfaction through excellent sales service.
• Remaining knowledgeable on products offered and discussing available options with clients.
• Following and achieving sales goals on a monthly, quarterly and yearly basis.
Requirements:
To succeed in this role, you will need to have a proven track record of success in sales and customer service, with excellent communication and interpersonal skills. You should also have a good understanding of financial products and services, including investments, insurance coverage and debt management tools.
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