It also requires financial consultants to stand from the customer's point of view, help customers analyze and help customers configure products suitable for the company. The salesman emphasized the blind sale of the company's products. Specifically, every company is different in terms of business scope, staff quality and company scale. Although some companies are called financial consultants, they are actually salesmen, and there are few ingredients to help customers manage their finances reasonably. However, some companies will become more and more like financial advisers because of their wide business scope and large scale. But in China, there are few real financial advisers.
The main task of financial consultants is to explore potential customers, analyze customer situations, understand customer needs, and provide reliable and feasible solutions for customers from the perspective of professional financial management.