Commissioned Financial Adviser-1
Core
Champion customers to achieve lifetime goals by identifying financial needs and implementing fit-for-purpose financial plans.
Role type
Commissioned Financial Adviser
Builds
Financial plans and insurance products
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Consultative Selling, Direct Selling, Identifying Sales Opportunities, Qualifying Prospects, Sales Data Management, Strategic Selling, Strengthening Customer Relationships
Responsibilities
Procure new business, Expand sales of products and services with existing customers, Work mainly on own leads
Sourced via workday · Listed on CareerPlan, which tracks 883,000+ jobs from 20+ sources.
