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Finance Professional Required
2 weeks ago
Financial Services Advisor
We prioritize the financial wellbeing of public servants and their families, offering tailored financial services including insurance, income protection, and retirement planning.
This role involves assessing clients' financial needs and providing suitable financial products in a fast-paced sales environment. You will work closely with clients to deliver exceptional customer service, conduct thorough financial health checks, and build long-term relationships.
The ideal candidate possesses strong stakeholder management and communication skills, numerical reasoning, and time management abilities. As a Financial Consultant, you will also have opportunities for comprehensive training and support towards obtaining QFA status or progression towards qualification.
Key Responsibilities:
- Selling life policies, salary protection schemes, pensions, and other financial services to clients.
- Conducting thorough financial health checks and delivering exceptional customer service.
- Building long-term relationships with clients and providing ongoing financial guidance.
Requirements:
- Strong stakeholder management and communication skills.
- Numerical reasoning and time management abilities.
- Ability to work in a fast-paced sales environment.
Benefits:
- Comprehensive training and support towards obtaining QFA status or progression towards qualification.
- Opportunities for career progression and professional development.
