Commissioned Financial Advisor

Job description

Job DescriptionProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.ResponsibilitiesCustomer ServiceProvide 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.Solutions AnalysisAnalyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.Receiving VisitorsReceive visitors and assist with various requests for information, referring more complex matters to colleagues.Customer Relationship Management (CRM) DataSchedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.Customer Needs ClarificationSet clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer’s level of interest, and to identify and respond to areas requiring further information or explanation.Customer Relationship Development / ProspectingDevelop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.Operational ComplianceDevelop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.Business DevelopmentMonitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.Sales Opportunities CreationDevelop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.Data ExplorationConduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.Network of InfluenceDemonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.Providing financial advice in line with the Company’s customer value proposition and compliance framework.Developing, implementing, monitoring, and reviewing business plans to achieve individual performance targets.Prospecting and conducting business within assigned markets.Selling and promoting the Company’s range of life assurance and related financial products.Building and maintaining strong relationships with existing and prospective clients.Ensuring excellent customer service and adherence to Company policies and procedures.