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Expert Financial Advisor

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Newcastle, New South Wales, Australia beBeeFinancial Full time $97,000 - $100,000

As a financial advisor, you will provide expert advice to clients on a range of financial products. Your role will involve providing customer service, analyzing specific problems to find solutions, receiving visitors, and managing customer relationships.

Key Responsibilities:
  • Customer Service: Provide quality service to customers, identifying opportunities to secure new business or support retention.
  • Solutions Analysis: Analyze complex problems and issues to find the best solutions.
  • Visitor Reception: Receive visitors and assist with requests for information, referring complex matters to colleagues.
  • Customer Relationship Management (CRM) Data: Schedule follow-up actions and enter relevant information into the CRM system.
Requirements:
  • Degree in finance or related field
  • Valid driver's license and own vehicle
  • FAIS compliance
  • Clean criminal and credit record
  • Minimum 3 years working experience (preferably in sales)
  • Proficiency in MS Office (Word, PowerPoint, Outlook)
  • Excellent written and verbal communication skills

The ideal candidate will have strong analytical skills, be action-oriented, and able to build strong relationships with clients. They will also be able to analyze complex problems and provide effective solutions.