Financial Guidance Specialist

1 week ago

Melbourne, Victoria, Australia beBeeCustomer Full time $80,000 - $120,000

Financial Guidance Services

About the Role:

We're seeking a seasoned professional to deliver expert financial guidance and support to our customers. As a key member of our team, you'll play a pivotal role in helping individuals achieve their financial objectives and make the most of their money.

Key Responsibilities:
  • Engage with customers through face-to-face interactions and phone calls to provide tailored financial advice and exceptional service
  • Connect customers with relevant products and services that meet their needs, fostering strong relationships and driving business growth
  • Develop and maintain a deep understanding of customer financial goals, preferences, and circumstances, informing informed decision-making and recommendations
What We Offer:
  • A competitive compensation package and comprehensive benefits
  • Ongoing training and development opportunities to enhance your skills and advance your career
  • A dynamic and inclusive work environment that values diversity, flexibility, and collaboration
  • The opportunity to make a meaningful impact in people's lives by providing valuable financial guidance and support
Requirements:
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with diverse customer groups
  • Strong time management and organizational skills, with the capacity to prioritize tasks and manage multiple responsibilities
  • Ability to learn quickly and adapt to new situations, demonstrating a flexible and proactive approach to challenges
About Us:

Our organization is dedicated to creating better futures for our customers and communities, offering a supportive and inclusive work environment that values diversity and inclusion.

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