Responsibilities

• Champion our valued customers to achieve their lifetime financial goals by identifying their needs.
• Provide sound financial advice and recommend fit‑for‑purpose financial plans and solutions.
• Procure new business and expand sales of products and services with existing customers.
• Work primarily on own leads.

Required Skills

• Building Trust
• Consultative Selling
• Customer‑Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communication
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Core Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• ...