Advancing Financial Adviser-2

Job Overview

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 : Carry out standard customer service activities and handle simple customer inquiries.
• Solutions Analysis : Assess compliance with established standards and protocols for routine inquiries.
• Receiving Visitors : Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data : Ensure that basic customer details held in the system are accurate, and make notes of follow‑up actions that have been promised, together with notes of actions taken during each sales call.
• Customer Needs Clarification : Interview the customer, following a multilevel sales script, to clarif...