Financial Services Consultant

2 weeks ago


Melbourne, Victoria, Australia beBeeFinance Full time $70,000 - $75,000
Role Overview

This position involves working with clients to support their financial goals and help them overcome financial obstacles.

The successful applicant will be responsible for conducting consultations, confirming client goals, and ensuring compliance with relevant policies.

Key Responsibilities
  • Confirm client's borrowing capacity and home and land package pricing
  • Schedule and conduct consultations to confirm client goals and desired package prices
  • Identify and address financial setbacks that the client may experience
  • Ensure compliance with NCCP policies and manage application and identification documentation
Required Skills and Qualifications
  • Knowledge of current financial markets and ability to identify client's current financial situation
  • Strong time management and negotiating skills
  • Previous finance broking or lending experience is desired
Employee Benefits
  • In-House Discounts: Exclusive discounts available
  • Flexibility: Work arrangements tailored to support work-life balance
  • Career Growth: Opportunities to elevate career within a thriving organisation
  • Wellness Focus: Dedicated programs to nurture well-being
  • Health Coverage: Access discounted private health insurance
  • Parental Leave: Paid leave for both primary and non-primary carers
What's Next?

Apply now if you think you have what it takes to fill this exciting role.


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