Financial Relationship Guide

1 week ago

Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $120,000
Guiding Financial Lives

We're seeking a relationship builder to guide individuals through their financial journey. If you have a passion for understanding client needs and delivering tailored solutions, this role is perfect for you.

Key Responsibilities
  • Conduct intro screening phone calls and discovery meetings with potential clients
  • Utilize our tech systems to track and convert deal flow in an efficient manner
  • Help clients understand the benefits of high-quality financial advice
About Us

We're a dynamic team committed to appreciating and rewarding team members who drive value. We offer annual pay, bonus, and performance reviews, as well as a profit share arrangement and equity plan.

Our culture is built on mutual respect, collaboration, and open communication. You'll be part of a fun, playful environment where everyone works together to achieve common goals.

We prioritize work-life balance and flexible working arrangements, ensuring that our team members can maintain a healthy balance between their professional and personal lives.

Join us in our mission to deliver impactful advice that truly adds value to our clients' lives.

Skills and Qualifications
  • Strong client relationship management skills
  • High motivation levels to drive business growth
  • Ability to work well in a team
  • Strong ethics and values to uphold our reputation
Benefits
  • Nationally recognized leader in our space through awards for customer service, innovation, and employer of the year
  • Fully resourced and equipped to work in your genius zone
  • Competitive compensation package, including annual pay, bonus, and performance reviews
  • Profit share arrangement and equity plan for top performers
  • Flexible working arrangements and work-life balance

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