Financial Solutions Expert

23 hours ago


Werribee, Victoria, Australia beBeeFinancial Full time $100,000 - $150,000
Job Title: Financial Solutions Expert

We are seeking a skilled Financial Solutions Expert to join our team. In this role, you will work closely with customers to understand their financial goals and provide personalized solutions to help them achieve success.

Key Responsibilities:

  • BUILD STRONG RELATIONSHIPS WITH CUSTOMERS AND UNDERSTAND THEIR FINANCIAL NEEDS.
  • MATCH CUSTOMERS WITH THE RIGHT FINANCIAL PRODUCTS TO HELP THEM REACH THEIR GOALS.
  • REPRESENT OUR BRAND AND PROVIDE EXCEPTIONAL CUSTOMER SERVICE.

Requirements:

  • PROVEN EXPERIENCE IN A CUSTOMER-FACING ROLE, ESPECIALLY IN LENDING.
  • PROVEN SALES/BUSINESS DEVELOPMENT SKILLS, INCLUDING EFFECTIVE NETWORKING WITHIN THE COMMUNITY.
  • EXCELLENT COMMUNICATION AND PEOPLE SKILLS TO MAKE CUSTOMERS FEEL CONFIDENT AND SUPPORTED.

About Us:

We offer a supportive and inclusive work environment, flexible work arrangements, and opportunities for professional growth and development. We welcome diverse talent and provide additional support to veterans, Indigenous Australians, and neurodiverse individuals.



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