Financial Solutions Specialist

1 week ago

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

Job Title: Financial Solutions Specialist

Role Overview

This 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 Responsibilities
  • Conduct comprehensive financial assessments for clients to comprehend their current financial situation and future goals.
  • Offer tailored financial advice and recommendations to clients based on their individual circumstances.
  • Foster and maintain strong relationships with clients to ensure ongoing support and guidance.
Essential Qualifications and Skills
  • Bachelor's degree or equivalent qualification.
  • Valid driver's license and personal vehicle.
  • Cleared criminal and credit check.
Key Abilities
  • Consultative selling skills.
  • Customer feedback management.
  • Client-centric approach.
  • Excellent communication and interpersonal skills.
Benefits and Opportunities

This role offers a unique opportunity to work with diverse clients, develop your expertise, and contribute to their financial well-being.

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