Job Overview
We are seeking a highly motivated and driven Financial Expert to join our team. As a Financial Expert, you will work closely with clients to determine their financial needs and provide tailored solutions.
Key Responsibilities
* Conduct comprehensive fact finds to identify client needs and objectives.
* Sell life policies, salary protection schemes, and other financial products to meet client needs.
* Presentation of services at different workplaces for brand visibility.
* Deliver high-quality customer service and enhance the client experience.
* Meet or exceed assigned sales goals and targets.
Requirements
* APA designation or QFA qualification desirable.
* Previous experience in sales and customer service essential.
* Exceptional stakeholder management and communication skills required.
* Ability to work to deadlines and targets necessary.
What We Offer
* Flexible working arrangements.
* Significant investments in professional development.
* Annual leave and flexible leave options.
* Attractive pension contribution rates.
* Performance-based bonus and commission.
Accountabilities
* Comply with risk control and regulatory requirements.
* Maintain commercial awareness relevant to the role.
Skills & Knowledge Required
* Stakeholder management and communication skills.
* Numerical reasoning skills.
* Time management and organisation skills.
Equal Opportunities
We are committed to building an inclusive workplace environment. All qualified applicants will be considered for employment without regard to age, disability, ethnic background, family status, gender identity, marital status, membership of the Traveller Community, national origin, race, religion, sexual orientation.