Senior Financial Advisor

5 days ago

Newcastle, New South Wales, Australia beBeeFinancial Full time 800,000 - 1,200,000
Job Role

This role involves providing expert advice on a range of financial products to a specific allocated market.

The successful candidate will be individually accountable for achieving results through their own efforts and initiative.

Key Responsibilities
  • Deliver high-quality service to customers, identifying opportunities to secure new business or support retention.
  • Analyze complex problems and issues to find effective solutions.
  • Receive visitors and assist with various requests for information, referring more complex matters to colleagues as needed.
  • Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
  • Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with key decision-makers and influencers within the customer organization.
Essential Skills and Qualifications
  • Grade 12 (Matric) qualification.
  • A valid driver's license and access to a vehicle.
  • FAIS compliance certification.
  • A clear criminal and credit check record.
  • At least three years' working experience, preferably in sales.
  • Proficiency in computer applications, including MS Word, PowerPoint, and Outlook.
  • Excellent written and verbal communication skills.

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