Financial Advisor
Found in: Talent IN C2 - 3 weeks ago
Financial Advisor Responsibilities:
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Answering client questions about financial plans and strategies and giving financial advice.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Building and maintaining your client base.
M2M target achievement & lead conversion.
Working closely with CRM & dialer.
Candidate requirements
Experience in finance field related unsecured loans preferred.
Experience in international process in a BPO would be preferred.
Looking for financial advisors who can convert leads into business over phone.
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Financial Advisor
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