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Financial Growth Strategist

2 weeks ago

Townsville, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000

You will be responsible for driving business growth and delivering exceptional service to a diverse client base.

Key Responsibilities:
  • Proactively engage with existing clients to uncover financial needs and offer tailored solutions
  • Drive new client acquisition through strategic prospecting, relationship-building, and leading initial meetings
  • Maintain up-to-date knowledge of market trends and regulatory developments to deliver relevant strategies
  • Lead discovery meetings with new and existing clients to assess financial needs and identify gaps
  • Oversee sales from initial prospecting through to closing, maintaining strong pipeline control
  • Manage key relationships during onboarding and transitions, collaborating with teams to ensure a seamless experience
Requirements:
  • 6+ years of Financial Advice experience
  • Demonstrated ability to grow client base via strategic oversight, referral development, and targeted efforts
  • Background in professional services, working with Accounting, Tax, or Business Advisory functions