Inhouse Salaried Financial Advisor

Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

Skills
Building Trust, Consultative Selling, Customer
• Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Customer Service
Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.

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