strong desire to provide the client with what they need. You possess a well-developed sense of empathy and satisfying their individual financial planning needs including: network with potential clients arrange information do Financial Needs Analysis (FNA) advise clients in respect of their needs finalise and close business
existing customers to discuss their needs and explain how these needs could be met by specific products product features based on analysis of customer needs and on technical knowledge of product capabilities making product selections, based on customer's needs, product specifications and applicable regulations
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer
engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days 2. Identify needs Identify the primary financial and emotional needs of the potential client follow-up 3. Match relevant product package to relevant need Using outstanding product knowledge, present the potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business 5. Maintain customer