Financial Services Professional
We are seeking highly motivated and driven financial experts to fill this key role. In this dynamic position, you will work closely with clients to identify their financial needs and provide tailored solutions.
Main Responsibilities:
* Conduct comprehensive assessments with customers to understand their objectives and requirements.
* Sell a range of financial products, including income protection policies, life insurance, health insurance, pensions, and more.
* Promote our services through presentations at various workplaces to enhance brand visibility.
* Deliver exceptional customer service, focusing on improving the overall customer experience.
In this role, you will be responsible for achieving sales targets, responding to customer inquiries, building strong relationships, and providing best practice financial advice. You will also need to comply with regulatory requirements, maintain commercial awareness, and work in a controlled environment.