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Financial Advisors

Posted at
25. Jul, 03:08
Company Industry
Retail & FMCG
Work Type
Full time
Job Level
Entry level
Minimum Qualification
High School
Years Experience
1 years
Application Deadline
Unknown Unknown

Duties And Responsibilities

  1. Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
  2. Establish, develop and maintain positive business and customer relationships
  3. Reach out to customer leads through cold calling
  4. Expedite the resolution of customer problems and complaints to maximize satisfaction
  5. Achieve agreed upon sales targets and outcomes within schedule
  6. Coordinate sales effort with team members and other departments

Key Skills​

  • 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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