1, the first job is simply to ask customers for their invoices and then make accounts, but we all have to understand that normal corporate accounting is to check the bank flow first and arrange accounts correctly according to the bank flow before making accounts, but there is no mention of bank flow in this job, which means that making accounts simply means "you have invoices, I don't make accounts, I don't have bank flow."
In fact, it's just telling customers to pay taxes. It's ok to have a mouth, and you don't necessarily need financial notice. If you sign an expired tripartite agreement, you can withhold it directly, without even notifying the customer. All you need to know is that there is money in the tripartite agreement account.
This is pure after-sales behavior, and it doesn't need full-time finance to do it.
4. This is also a pure act of signing a sales contract. The current contracts are all template contracts, which do not need professional finance to sign, only need financial audit, and do not need full-time finance to do.
5. It is still a pure customer maintenance behavior, which only requires basic financial knowledge and does not require full-time finance. It can even be said that it is best not to do it full-time, because handling objections definitely requires special strategies. A good strategy needs to be studied and formulated. Improvisation always leads to customer dissatisfaction, which can be handled by a person without financial professional ability, and then said to collect customer feedback and give it to full-time staff for follow-up
6. This does not necessarily need full-time financial personnel to handle. Just do PPT training and follow the script. Most financial software trainers are either professional accountants or simply after-sales.
Of the above six jobs, only one involves financial professional work, and it is not done according to the correct process. I think you should understand what the position of this "financial consultant" is, in short, a salesperson.