Career Opportunity: Drive Client Growth

5 days ago

Cleveland, Queensland, Australia beBeeFinancial Full time $80,000 - $120,000

As a Financial Solutions Expert, you will partner with clients to drive their financial growth and foster lasting business relationships.

Key Responsibilities:
  • Develop comprehensive financial strategies for clients, encompassing brokerage services and banking solutions
  • Provide personalized investment advice to meet clients' unique needs and objectives
  • Manage client requests, referrals, and risk mitigation as part of daily activities
  • Identify new business opportunities through referrals and client relationships
  • Coach referral partners on client requirements and product offerings
Required Qualifications:
  • Holds Series 7 & 66 licenses (63 & 65 acceptable in lieu of 66)
  • Minimum one year experience in investments industry with training and knowledge of products
  • One year experience in sales or financial services with goal achievement
  • Effective communicator, relationship builder, and team collaborator
  • Goal-oriented, efficient time manager, and learner adaptable to change
Desired Qualifications:
  • Bilingual proficiency in Spanish/English
  • Strong computer skills with multitasking ability
  • Three years of experience in financial services with goal achievement
  • Professional designations such as CFP and/or CRPC
  • Insurance licenses
Key Skills:
  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Risk Management
  • Written Communications
Education and Availability:

High School Diploma / GED / Secondary School equivalent required. Schedule: Monday-Friday, rotating Saturdays. Hours per week: 40. Shift: 1st shift.

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