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TMi Group

Posted 24 Feb 2019

Financial Advisor

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Employment
Full time
Posted
24 Feb 2019

About the role

  • Analyze current customer base, including portfolios and rolodexes, to identify potential sales opportunities
  • Build strong relationships with customers, outside business contacts, and company stakeholders
  • Review and communicate proposals and cost estimates to customers and stakeholders
  • Negotiate timelines and budgets
  • Develop and test unique business strategies and concepts
  • Collaborate with colleagues and peers on the sales, marketing, and product development teams to improve overall customer experience and satisfaction
  • Stay up to date on company best practices, policies, products, pricing, and promotions
  • Increase overall sales efficiency and profitability through excellent salesmanship

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