Financial Strategist

2 weeks ago

Perth, Western Australia beBeeFinancial Full time $80,000 - $150,000

We're seeking a skilled professional to join our team as a Senior Financial Solutions Specialist.

This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional customer service.

  • Maintain and enhance the credit risk profile and profitability of the portfolio by identifying new business opportunities and establishing, developing and utilizing networks of internal and external contacts to aid achievement of income targets.
  • Implement local competitive and aggressive sales campaigns and initiatives, and sell and promote tailored financial solutions.
  • Work closely with colleagues and stakeholders to identify and pursue new business opportunities, build long-term relationships based on trust, value and industry experience, and contribute to the growth and profitability of our professional services team.

In this role, you will have the opportunity to develop and manage key professional services customers and referral partners. You will be responsible for maintaining and enhancing the credit risk profile and profitability of the portfolio by identifying new business opportunities and establishing, developing and utilizing networks of internal and external contacts to aid achievement of income targets.

Key Responsibilities:
  • Sales Strategy Development: Develop and implement local competitive and aggressive sales campaigns and initiatives to drive revenue growth.
  • Credit Risk Management: Maintain and enhance the credit risk profile and profitability of the portfolio by identifying new business opportunities and establishing, developing and utilizing networks of internal and external contacts to aid achievement of income targets.
  • Relationship Building: Work closely with colleagues and stakeholders to identify and pursue new business opportunities, build long-term relationships based on trust, value and industry experience, and contribute to the growth and profitability of our professional services team.
Requirements:
  • A strong understanding of the professional services industry and its trends.
  • Excellent communication and interpersonal skills.
  • The ability to think strategically and analytically.

We offer ongoing training and development opportunities, a dynamic and supportive work environment, and the opportunity to work with a talented team of professionals.

This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional customer service.

To succeed in this role, you will need to possess excellent communication and interpersonal skills, a strong understanding of the professional services industry and its trends, and the ability to think strategically and analytically.

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