Job Responsibilities: Advisor
Salary: $20-30/Hour
Company: Disney
Location: USA
Educational Requirements: Bachelor's Degree
Full Job Description:
He is responsible for meeting and communicating with members to assess their financial planning needs by reviewing their financial information, then creating financial goals and creating financial plans to help them achieve their goals.
Main job
Meet customers and prospects. Collects and analyzes information about members' finances, assets, investments or members' debts. Determine your financial goals with the team. Determines the best financial products that meet the needs and financial situation of the members to achieve these objectives. After careful consideration, advise the member on the pros and cons of various financial products, including insurance and investment products. Facilitates meetings with clients, creates financial plans and creates portfolios.
Work in business with Customer Services (CSA) (if applicable). Interact financial products, build branch relationships, identify ways to improve business and customer service, and plan future customer interactions (customer greetings, customer lunches, seminars , etc.))
Research new products, following economic data.
Permission required
3 to 5 years of relevant work experience
The seventh method
Series 63 and 65 or 66
State Insurance License
Microsoft Office Suite
Financial services experience
Personal financial planning experience
Make your own decisions
Influence and negotiation
Good thinking, problem solving skills
Change
Work, think and act for yourself
The beginning
Organized / good time manager
Work
Social housing
Ability to multitask
Attention to detail
Be goal oriented
Love to learn
Group work
Analysis
Basic math
Dispute resolution
Customer service
Human relationships
Telephone skills
When you read
Price
Oral and written communication
