Expert Financial Advisor Role

5 days ago


Newcastle, New South Wales, Australia beBeefinancial Full time 1,000,000 - 1,500,000

We are seeking a highly skilled professional to join our team. The successful candidate will be responsible for providing expert advice on a specific range of products to a allocated market and individually accountable for achieving results through their own efforts.

Key Responsibilities
  • Provide quality service to customers while identifying opportunities to secure new business or support retention.
  • Analyze specific problems and issues to find the best solutions.
  • Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
  • Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer.
Requirements
  • Grade 12 (Matric) certification.
  • A valid driver's license and reliable transportation.
  • Compliance with FAIS regulations.
  • A clear criminal and credit check record.
  • A minimum of 3 years working experience in sales (preferably).

The organization is committed to making a positive impact in the communities it serves. If you share its values and passion for delivering exceptional service, it would love to hear from you.



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