Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
Establish, develop and maintain positive business and customer relationships
Reach out to customer leads through cold calling
Expedite the resolution of customer problems and complaints to maximize satisfaction
Achieve agreed upon sales targets and outcomes within schedule
Coordinate sales effort with team members and other departments
Analytical Skills: You will need to understand how a client wants to invest their money, as well as understand the complexities of the stock market, insurance types and bonds.
Interpersonal Skills: You will be working directly with clients and must understand their needs, and address their concerns, as well as recommend plans to them in a way that makes them feel comfortable.
Math Skills: Financial advisors work with numbers, and good math skills are necessary.
Selling Skills: Financial planners need clients, and a successful advisor will be able to sell his skills to people.
You will present, promote and sell products/services using solid arguments to existing and prospective customers
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