Ask pertinent questions to understand the customer\'s requirements.
Customize financial plans according to clients\' changing needs.
Present and sell suitable financial products and services.
Find and approach prospective clients.
Follow up with clients after initial meetings or conversations.
Build strong relationships to retain existing clients.
Maintain updated knowledge of regulations, practices and financial products.
Requirements:
Proven experience as financial planner or similar role; experience in sales or customer service is an asset.
Basic computer knowledge and statistical analysis.
Proven ability to work with goals.
Demonstrated ability to communicate, present, influence and sell effectively.
Patient and able to handle customer rejection.
Possess at least Diploma or Bachelor\'s Degree in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus.
Experience in delivering client-focused solutions and in creating long-lasting relationships.
Interested candidates please submit your application through Jobstore.com
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