Personal Financial Specialist

2 weeks ago

Adelaide, South Australia beBeeFinancial Full time $60,000 - $120,000
Job Title:

Personal Financial Consultant



Role Overview:

We are seeking an experienced Personal Financial Consultant to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and financial solutions to our clients.



Key Responsibilities:
  • Build strong relationships with clients through proactive engagement and regular communication.
  • Assess client financial needs and provide personalized recommendations for achieving their financial goals.
  • Develop and implement effective sales strategies to meet or exceed sales targets.
  • Collaborate with cross-functional teams to ensure seamless delivery of financial services.


Requirements:

To succeed in this role, you will need:


  • Excellent communication and interpersonal skills.
  • Proven experience in a customer-facing role with a focus on sales and relationship-building.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.


Benefits:
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A competitive salary package with bonuses and incentives.
  • A comprehensive benefits program including health insurance, superannuation, and leave entitlements.
  • Opportunities for career advancement and professional growth.


Why Join Us?

We offer a dynamic and supportive work environment that fosters collaboration, innovation, and continuous learning. Our team is committed to making a positive impact in the community, and we welcome applicants who share our values and passion for delivering exceptional customer experiences.



To apply for this exciting opportunity, please submit your resume and cover letter outlining your relevant experience and qualifications.

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