Senior Financial Relationship Builder

4 days ago

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

Job Title: Client Engagement Specialist Lets Finance

We are seeking a Client Acquisition Professional to connect clients with our finance experts. In this role, you will work closely with our database using various communication methods, turning leads into valuable appointments and helping clients begin their financial journey.

Main Responsibilities:

  • Develop strong relationships with clients through effective communication, utilizing high-level presentation skills to engage clients and book appointments for our finance team members.
  • Maintain accurate records of client interactions and updates, working collaboratively with the team to achieve sales goals.

Candidate Requirements:

  • Confident, motivated, and ambitious individuals with strong communication skills, including the ability to engage clients over the phone and in person.
  • High-level presentation skills (both written and oral), as well as the ability to build and maintain long-term client relationships.
  • A willingness to learn and grow within the finance industry.

Career Growth Opportunities:

  • On-the-job training with senior mentors, providing a pathway to becoming a finance expert (diploma funded).

This is an exciting opportunity for those who want real career growth with unlimited earning potential.

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