Posted: 14 December
Offer description
Financial Specialist
We are recruiting experienced professionals to work as financial specialists and advise clients on their financial needs, assess potential savings opportunities, and provide tailored financial products.
* Salary protection plans
* Life insurance policies
* Personal Health Insurance (PHI)
* Pension planning
* Retirement cover for members
* Tax advisory services
* Conduct comprehensive fact-finding exercises or financial health checks
* Sell particular life insurance policies
* Present our services to different workplaces
* Deliver professional customer service
* Achieve sales targets and goals
* Build long-term relationships with customers
* Provide expert financial guidance
The ideal candidate will have APA designation or be willing to attain QFA status. Previous experience in a financial institution is advantageous.
