The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs
Job Summary
The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Develop and implement sales plans to achieve all monthly and annual new asset referral targets.
Resolve client complaints and issues promptly and efficiently.
Matching Summary
The overall objective is to utilize a wide range of product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.
Skills & Requirements
Must-have
Achieve sales targets
Develop sales plans
Client relationship management
Financial product knowledge
Operational control adherence
Resolve client complaints
Nice-to-have
Drive continuous improvement
Integrate commercial best practices
Model customer service
Key Requirements
2-5 years of relevant experience
Series 7, Series 63, Series 66, and Series 24 or 9/10 licenses
Bachelor’s degree/University degree or equivalent experience