Salaried Financial Advisor

Job Description

Provides advice on a specific range of products to a specific allocated market and is individually accountable for achieving results through their own efforts.

Responsibilities

• Customer Service: Provide 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 Analysis: Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• CRM Data Management: Schedule 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...