Client Engagement Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $140,000
About Our Role

We're seeking a highly motivated and skilled professional to join our team as a Client Engagement Specialist.

  • This is an exciting opportunity for someone who is passionate about building strong relationships with clients and guiding them through their financial journey.
Key Responsibilities:

The successful candidate will be responsible for running intro screening phone calls and discovery meetings, using our tech systems to track and convert deal flow in a low admin way, and helping potential clients understand the benefits of our high-quality financial advice.

This role offers a unique chance to work in a fun, playful but professional environment with a team of superstars who share your passion for delivering exceptional client outcomes.

Requirements:

To succeed in this role, you'll need:

  • At least 2 years of sales experience
  • Strong client and relationship management skills
  • A high level of motivation to drive business growth
  • The ability to work well in a team
  • Excellent ethics and values to uphold our reputation
Why Work With Us?

We're a leader in our space, nationally recognized for our customer service, innovation, and employer of the year awards. Our team is young, fun, and dynamic, with a flat structure that means no internal politics or bureaucracy. We offer flexible working arrangements, annual pay reviews, and a profit share arrangement to recognize your contributions.

We're committed to appreciating, recognizing, and rewarding team members who add real value to the business and our clients. If you're looking for a challenging and rewarding career opportunity, we'd love to hear from you.

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