
Strategic Financial Solutions Specialist
1 week ago
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.
- Follows mandatory procedures to ensure work is carried out to required quality standards.
- Adheres to external regulatory codes and internal codes of conduct.
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
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Financial Solutions Specialist
1 week ago
Queenstown, Australia beBeeFinancial Full time $100,000 - $150,000Job Title: Financial Solutions SpecialistRole OverviewThis position involves providing expert financial guidance to clients, necessitating a profound understanding of their needs and objectives. The ideal candidate will possess a minimum of 12 months' experience in the financial services sector as a financial advisor.Main ResponsibilitiesConduct...
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Financial Growth Specialist
1 week ago
Queenstown, Australia beBeeGrowth Full time $61,992 - $80,885Job Title: Financial Growth SpecialistRole OverviewAs a Financial Growth Specialist, you will play a crucial role in helping our clients achieve their financial goals. This is an excellent opportunity to join our team and make a meaningful impact.The ideal candidate will have a strong background in finance and sales, with the ability to provide expert advice...
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Senior Financial Planning Consultant
2 weeks ago
Queenstown, Australia beBeeFinancial Full time $80,000 - $120,000Financial Services Specialist RoleAbout the JobThis is a key position for an experienced Financial Advisor to join our team and take on a challenging role that involves providing expert financial guidance to clients. As a Financial Services Specialist, you will be responsible for conducting thorough needs analyses, identifying opportunities, and developing...
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Strategic Financial Advisor
5 days ago
Queenstown, Australia beBeeFinancial Full time 420,000 - 720,000Key Financial Guidance RoleAs a financial guidance expert, you will provide clients with informed advice on personal finance management. This role requires a strong understanding of financial services and the ability to communicate complex information in a clear and concise manner.This position is ideal for individuals who are passionate about helping others...
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Financial Product Specialist
2 weeks ago
Queenstown, Australia beBeeadviser Full time $80,000 - $120,000Job OverviewA Commissioned Financial Adviser role involves building strong relationships with clients and expanding sales of financial products and services.
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Advancing Financial Advisor
1 week ago
Queenstown, Australia Old Mutual South Africa Full timeOverviewJoin to apply for theAdvancing Financial Advisorrole atOld Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...
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Skilled Financial Professional
2 weeks ago
Queenstown, Australia beBeeFinancial Full time $58,332 - $85,146Job OverviewWe are seeking a skilled Financial Consultant to join our team. The ideal candidate will be responsible for providing expert advice on financial products to allocated markets, ensuring compliance with established standards and protocols.Main Responsibilities:Customer Service: Provide exceptional customer service, handling inquiries and resolving...
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Commissioned Financial Adviser
1 week ago
Queenstown, Australia Old Mutual South Africa Full timeOverviewCommissioned Financial Adviserrole atOld Mutual South Africa.ResponsibilitiesResponsible for the procurement of new businessExpand sales of products and services with existing customersWork mainly on own leadsQualifications and ExperienceSenior Certificate (Matric / Grade 12 / NQF 4)24 months' financial industry experienceRegulatory...
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Advancing Financial Advisor
2 weeks ago
Queenstown, Australia Old Mutual South Africa Full timeOverviewJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...
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Advancing Financial Advisor
2 weeks ago
Queenstown, Australia Old Mutual South Africa Full timeOverviewJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...