Financial Services Specialist

2 weeks ago

Cleveland, Queensland, Australia beBeeBusiness Full time US$61,000 - US$250,000
Financial Services Specialist

You have the unique opportunity to build a successful business helping clients achieve their financial goals through personalized planning. Our comprehensive training programs equip you with the education, skills, and strategies needed to succeed in delivering holistic financial solutions.

About the Role
  • Grow your client base by making new connections, maintaining a strong referral network, and providing exceptional client experiences.
  • Create personalized financial plans tailored to each client's unique needs.
  • Manage client financial plans to help them achieve their goals.
  • Grow relationships with clients to support them throughout their lives.
Key Responsibilities

As a financial services specialist, your key responsibilities will include:

  • Client Acquisition: Identify and pursue new business opportunities, expand your existing network, and deliver exceptional client experiences.
  • Financial Planning: Develop customized financial plans that address clients' unique needs and goals.
  • Plan Management: Monitor and adjust client financial plans as needed to ensure they remain on track to meet their objectives.
  • Relationship Building: Foster long-term relationships with clients, providing ongoing support and guidance as their financial situations evolve.
Training, Licensing & Designations

We are committed to your continuous learning and professional development. To become a financial services specialist, you must obtain certain licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. We provide reimbursement for course tuition fees and books.

Compensation & Benefits

As a financial services specialist, you can expect:

  • Performance-based earnings and revenue.
  • Additional income structures to support training and early development.
  • Rewards for renewal income earned for continued client support and policy management.
  • Bonus programs and expense allowances.
  • Support for various professional certifications, including Certified Financial Planner.
  • A fully company-funded retirement package and pension plan.
  • Competitive medical, vision, and dental plans.
  • Life Insurance and Disability Income Insurance.
  • Parental benefits at every stage of family planning.

You will be valued partners and proud business owners, considered independent contractors for income tax purposes and statutory employees for FICA tax purposes.

Why Join Us?

We offer a supportive environment that empowers you to succeed. With our comprehensive training programs, industry-leading compensation, and cutting-edge technology, you'll have everything you need to build a thriving business and make a meaningful impact in your clients' lives.

Your success is our top priority. We're committed to providing you with the tools, resources, and support you need to excel in this role.

If you're passionate about helping others achieve their financial goals, we want to hear from you. Apply now to learn more about this exciting opportunity.

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