Business Development Financial Advisor

1 week ago

Queenstown, Australia beBeeFinancial Full time $50,000 - $80,000
Business Development Financial Advisor

Our Business Development Financial Advisors play a crucial role in providing advice on specific products to allocated markets. They are individually accountable for achieving results through their own efforts.

Key Responsibilities:
  • Customer Service: Provide quality service to customers, identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
  • Solutions Analysis: Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
  • Receiving Visitors: Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • CRM Data Management: Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and ensure that the organization has quality data to enable effective customer retention and business development activities.
  • Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
  • Relationship Development: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
  • Operational Compliance: Develop knowledge and understanding of organizational policies and procedures and of relevant regulatory codes and codes of conduct to ensure work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
  • Market Intelligence: Monitor and assess sales and market data for a specific geographic region to assist management in identifying areas in the market where business can be developed.
  • Sales Opportunities: Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
  • Data Insights: Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
  • Networking: Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

As a Business Development Financial Advisor, you will have the opportunity to develop your skills and expertise in a dynamic and challenging environment. You will work closely with our team to achieve our business goals and objectives.

Requirements:
  • Proven experience in financial advisory roles.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Proficient in Microsoft Office and other business software applications.
  • High school diploma or equivalent required; degree in finance or related field preferred.

Benefits include competitive salary, comprehensive benefits package, and opportunities for career advancement.

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