Financial Educator Qualifications

Educational Consultant

  • You should be a consultant
  • Have or understand how to develop a strong online presence
  • Know how to leverage trust and personal relationships online and on strong social media.
  • Understand how to use digital content as a sales tool.
  • The knowledge of an insurance agent, an understanding of budgets, interest, time value of money.
  • The ability to start conversation about personal finance, interest, savings, the ability to ask effective questions and listen.
  • Once you’ve identified their unique challenge, you can help clients overcome it. Providing this unique value to prospects will let you thrive in 2020 and beyond.
  • Know how to combine your instincts with data-backed insights? Stay  well-prepared for the future.
  • Understand how to prioritize your selling efforts and identify the most qualified leads. 
  • Communicating information through a presentation.
  • A good understanding of Financial Products and services, the ability to gather the important information needed in order to provide a financial analysis, the ability to assess proposals or illustrations and make recommendations.

Sales Capabilities

  • Leadership
  • Account Management
  • Client Acquisition
  • Client Retention
  • Team Management
  • Territory Management
  • Customer Relationship Management (CRM)
  • Scheduling
  • Diligence
  • Personal Ethics
  • Initiative
  • Highly Driven
  • Goal-Oriented
  • Authenticity
  • Teamwork
  • Oral Communication
  • Written Communication
  • Active Listening