Financial Consultant Job Description Template
Our company is looking for a Financial Consultant to join our team.
Responsibilities:
- Perform comprehensive financial planning to help clients realize their current financial status;
- Actively generate new clients and recruits;
- Provide and recommend sound financial solutions to meet the clients’ needs and goals;
- Guide clients to make sound decisions on choosing life insurance and investment plans;
- Handle objections by clarifying and addressing client’s needs;
- Prospect for potential new clients;
- Set up meetings between client decision makers for business presentation;
- Discuss the observations with the customer for necessary action;
- Provide Financial Planning using accredited tools provided by Sun Life;
- To acquire new clients through your own means or through our dynamic range of business development and sales activities;
- Developing Power BI solutions and dashboards;
- Execute Pre-Screening, Final Interview, Face to Face Interview for any prospective business partners;
- Identify potential clients, thus those decision makers within the client organization;
- Execution of financial process review and automation assignments;
- To profile clients’ needs and provide them with purposeful financial consulting services.
Requirements:
- Communication skills;
- Sales and Marketing Knowledge;
- Selling;
- Deep understanding of the accounts till finalization;
- Ability to adjust to various situations and perform under pressure;
- Candidate must possess at least a Bachelor’s degree, any field;
- Attend mandatory team meetings every first 2 Saturday mornings of the month (9-12nn);
- Loves working with people;
- Bumiputras are highly encouraged to apply;
- Will do what it takes to succeed;
- Analytical, objective, problem solver and keen on details;
- Interpersonal skills;
- Self-motivated, with a strong will to excel in a competitive environment;
- Ability to work with a diverse group of people;
- Sell insurance and investment (variable unit-linked) programs to individual and corporate accounts.