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Financial Solutions Expert

2 weeks ago

Adelaide, South Australia beBeeFinancier Full time $60,000 - $90,000
Finance Professional

We are seeking a skilled Finance Professional to join our team. As a key member of our sales team, you will be responsible for connecting with potential customers and guiding them through tailored lending solutions.

Key Responsibilities:
  • Customer Engagement: Engage with prospective and existing customers to discuss their financial needs and offer personalized finance solutions.
  • Needs Analysis: Conduct thorough analysis to match customers with the most suitable personal or asset finance products.
  • Loan Pre-Assessment: Collect and review customer information to determine preliminary eligibility for loans.
  • Pipeline Management: Manage a pipeline of potential leads and applications, ensuring timely follow-ups and efficient progression through the sales process.
  • Compliance: Ensure adherence to all internal policies and external regulations, including responsible lending and AML/KYC requirements.
  • Relationship Building: Build strong relationships with customers to establish trust and long-term loyalty.
  • Team Collaboration: Work closely with credit assessors, underwriting, and operations teams to ensure smooth loan approvals and settlements.
Required Skills and Qualifications:
  • No prior finance experience is required; you will receive training on necessary policies to build a career in finance.
  • Strong communication and negotiation skills, with the ability to build rapport over the phone.
  • A results-driven mindset with a passion for meeting and exceeding sales targets.
  • Excellent organizational skills to manage multiple leads and applications simultaneously.
  • Proficiency with CRM systems and lending platforms.