Financial Solutions Expert
2 weeks ago
Meet the demands of a dynamic customer-facing role as a Financial Solutions Expert.
As a key member of our team, you will be responsible for delivering tailored solutions that meet the unique needs and circumstances of our customers. By leveraging your business acumen and communication skills, you will help customers achieve their financial goals and exceed their expectations.
You will utilize your experience in customer service to identify opportunities and drive sales growth across various product lines, including wealth management, insurance, home loans, and small business lending. This role offers a unique opportunity for career advancement through online learning, training, and career planning tools.
Our organization values diversity, flexibility, and inclusion, and is committed to creating an environment where employees can thrive. We offer generous parental leave policies and empower employees to shape their career paths through personalized upskilling, mentoring, and training opportunities.
This is a collaborative team environment that requires strong interpersonal skills and the ability to work effectively with colleagues to deliver exceptional results.
Key qualifications include a proven track record of meeting sales targets, excellent communication and relationship-building skills, and experience working in a team environment.
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