Salaried Financial Advisor

Responsibilities

• Customer Service: Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Customer Service: Process cases, deal with complex queries, and investigate and resolve customer problems.
• Solutions Analysis: Analyse specific problems and issues to find the best solutions (technical or professional).
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM): Schedule follow‑up actions and enter relevant information into the CRM system after each contact to create a call plan and ensure the organization has quality data.
• Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor materials for decision‑makers; ask relevant questions to gather information and evaluate interest.
• Customer Relationship Develo...