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Financial Advisor Intern
hace 2 meses
About the Role:
The Financial Advisor Intern will be responsible for providing comprehensive financial services to clients and prospects, identifying their needs, and offering tailored solutions. This role requires coordination with the broader team of consumer advisors to meet sales objectives within assigned districts or locations.
Key Responsibilities:
- Prospecting and identifying potential clients
- Scheduling appointments through telemarketing
- Providing personalized advice to clients, identifying their needs
- Following up and closing sales
- Approaching target clients with a value proposition
- Visiting workplaces
- Developing strategies to achieve goals
- Achieving or exceeding job and company objectives
Required Skills:
- Effective communication and presentation skills
- Experience and interest in previsional advisory
- Proactive with a results-oriented approach
- Empathy
- Service orientation
- Frustration tolerance
- Cognitive ability
- Experience in promoting financial services
- Experience in customer service or advisory
- Networking
- Writing
Requirements:
- Completed high school or undergraduate degree
- At least 1 year of experience in consultative sales and promotion, preferably in financial products
- Desirable: Recent graduates with a degree in economic or administrative areas, interested in promoting and advising financial products in the field
