About the Financial Advisor Role
This is a salaried role that requires providing financial advice to customers on specific products within an allocated market.
* Key Responsibilities:
* Customer Service: Provide quality service to customers while identifying opportunities to secure new business or support retention. This involves building relationships with existing and potential clients, understanding their needs and providing tailored solutions.
* Solutions Analysis: Analyze problems and find solutions that can be technical or professional in nature. This requires strong analytical skills, creativity and effective communication to explain complex ideas to customers.
* Meeting and Communication: Receive visitors and assist with various requests for information, as well as schedule follow-up actions and enter relevant information into the CRM system.
* Cross-Functional Collaboration: Work closely with cross-functional teams to identify areas where business can be developed, including sales, marketing and product development.
* Sales Opportunities Creation: Develop a personal network and represent the organization at industry events to stay up-to-date on market trends and competitor activity.
* Data Analysis and Reporting: Conduct research and select relevant information to analyze key themes and trends, providing insights to inform business decisions.
This role offers a unique opportunity to work with a dynamic team and contribute to the growth and success of the organization.