Skilled Financial Professional

2 weeks ago


Queenstown, Australia beBeeFinancial Full time $58,332 - $85,146

Job Overview

We are seeking a skilled Financial Consultant to join our team. The ideal candidate will be responsible for providing expert advice on financial products to allocated markets, ensuring compliance with established standards and protocols.

Main Responsibilities:

  • Customer Service: Provide exceptional customer service, handling inquiries and resolving issues in a timely manner.
  • Solutions Analysis: Assess customer needs and provide tailored solutions.
  • Receiving Visitors: Greet visitors and assist with requests for information.
  • Customer Relationship Management (CRM) Data: Ensure accurate customer details and follow up on promised actions.
  • Customer Needs Clarification: Interview customers to clarify requirements.
  • Customer Relationship Development / Prospecting: Develop relationships with potential customers through calls and meetings.
  • Operational Compliance: Follow mandatory procedures to ensure quality standards.
  • Business Development: Assist in routine business development tasks and support colleagues.
  • Sales Opportunities Creation: Identify potential customers through referrals and recommendations.
  • Data Exploration: Input data into spreadsheets and standard formats.
  • Network of Influence: Participate in and contribute to a network of people, technologies, and ideas.

Key Competencies:

  • Balances Stakeholders


  • Queenstown, Australia beBeeCareer Full time 900,000 - 1,200,000

    Financial Services ProfessionalWe are seeking a highly skilled and experienced Financial Services Professional to join our team. As a key member of our team, you will play a vital role in advancing the financial well-being of our clients.Key ResponsibilitiesProvide expert financial advice and guidance to clientsAnalyze client needs and develop personalized...


  • Queenstown, Australia beBeeFinancial Full time $80,000 - $120,000

    Financial Services Specialist RoleAbout the JobThis is a key position for an experienced Financial Advisor to join our team and take on a challenging role that involves providing expert financial guidance to clients. As a Financial Services Specialist, you will be responsible for conducting thorough needs analyses, identifying opportunities, and developing...


  • Queenstown, Australia beBeeFinancial Full time $100,000 - $150,000

    Job Title: Financial Solutions SpecialistRole OverviewThis position involves providing expert financial guidance to clients, necessitating a profound understanding of their needs and objectives. The ideal candidate will possess a minimum of 12 months' experience in the financial services sector as a financial advisor.Main ResponsibilitiesConduct...


  • Queenstown, Australia beBeeFinancial Full time 420,000 - 720,000

    Key Financial Guidance RoleAs a financial guidance expert, you will provide clients with informed advice on personal finance management. This role requires a strong understanding of financial services and the ability to communicate complex information in a clear and concise manner.This position is ideal for individuals who are passionate about helping others...


  • Queenstown, Australia beBeeGrowth Full time $61,992 - $80,885

    Job Title: Financial Growth SpecialistRole OverviewAs a Financial Growth Specialist, you will play a crucial role in helping our clients achieve their financial goals. This is an excellent opportunity to join our team and make a meaningful impact.The ideal candidate will have a strong background in finance and sales, with the ability to provide expert advice...


  • Queenstown, Australia beBeeFinancial Full time $80,000 - $120,000

    Job OverviewWe are seeking a skilled and experienced financial professional to join our team in Queenstown, AU.About the RoleThe successful candidate will be responsible for procuring new business opportunities, expanding sales of products and services with existing customers, and working mainly on own leads.Key Responsibilities:Identify and pursue new...


  • Queenstown, Australia beBeeFinancial Full time $50,000 - $80,000

    Business Development Financial AdvisorOur Business Development Financial Advisors play a crucial role in providing advice on specific products to allocated markets. They are individually accountable for achieving results through their own efforts.Key Responsibilities:Customer Service: Provide quality service to customers, identifying opportunities to secure...


  • Queenstown, Australia Old Mutual South Africa Full time

    OverviewJoin to apply for theAdvancing Financial Advisorrole atOld Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...


  • Queenstown, Australia beBeeFinancial Full time $64,400 - $84,400

    This is an exciting opportunity to join our team as a Financial Consultant. As a Financial Consultant, you will be responsible for providing expert advice on a specific range of financial products to allocated markets. You will be individually accountable for achieving results through your own efforts.About the RoleThis role involves carrying out standard...


  • Queenstown, Australia Old Mutual South Africa Full time

    OverviewJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...