Financial Services Professional

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $140,000

Unlock Your Potential in a Rewarding Career

We are seeking a skilled and motivated individual to join our team as a Financial Services Professional.

  • Build long-lasting relationships with clients by understanding their unique financial needs and goals.
  • Conduct thorough reviews of clients' financial circumstances, current provisions, and future requirements.
  • Analyse complex information, identify opportunities, and develop tailored solutions to meet clients' needs.
  • Promote and sell a range of financial products, working closely with clients to understand their objectives and preferences.

**Essential Skills and Qualifications**

  • Excellent communication, interpersonal, and problem-solving skills.
  • Strong research and analytical abilities.
  • Able to explain complex financial concepts in a clear and concise manner.
  • Negotiation and influencing skills, with the ability to build strong business relationships.
  • Capacity to work independently or as part of a dynamic team.

**What We Offer**

  • A professional and supportive work environment.
  • Opportunities for career development and growth.
  • A competitive remuneration package.
  • The chance to make a real difference in people's lives.

**Requirements**

  • Certificate IV in Finance and Mortgage Broking (or willingness to undertake training).
  • Bachelor Degree (preferred).

Key Responsibilities: Developing client portfolios, conducting financial reviews, analysing data, and promoting financial products.

Required Skills: Communication, analysis, problem-solving, negotiation, and relationship-building.

Benefits: Professional development, competitive remuneration, and a supportive work environment.

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