Job Description
Requisition ID:
About the role
What you’ll be doing…
- Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for
- Educating our customers, providing relevant insights and expert advice
- Building our customers’ comprehensive plans using a holistic approach to help them achieve their goals
- Nurturing strong, long‑standing relationships
- Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
What you need to succeed…
- The appetite and drive to build strong customer relationships and deliver excellence customer service
- The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals
- To uncover and solve for customers’ needs
- Mutual Funds lice...