Strategic Financial Solutions Specialist

1 week ago

Queenstown, Australia beBeeFinancial Full time $60,000 - $100,000
Job Title

A Financial Consultant is responsible for providing financial advice to clients, ensuring that their basic customer details are accurate and following established standards and protocols.

  • Key Responsibilities:
  • Assesses compliance with established standards and protocols for routine inquiries.
  • Provides advice on a range of financial products to allocated markets.
  • Carry out standard customer service activities and handle simple customer inquiries.
  • Make calls to allocated potential customers to develop relationships.
Operational Requirements
  • Follows mandatory procedures to ensure work is carried out to required quality standards.
  • Adheres to external regulatory codes and internal codes of conduct.
Competencies Required
  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

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