Job Summary
This is an exciting opportunity to secure a career as a Financial Planning Specialist. As a key member of our nationwide network, you will play a crucial role in developing relationships with customers and stakeholders to generate referrals and convert them into meetings.
Main Responsibilities
* Provide expert advice to customers covering all their financial needs, particularly in areas of protection, investment, savings, and pensions.
* Collaborate with regional and local management to support the achievement of business goals and financial objectives.
* Focus on the mass market customer segment to grow/retain assets under management and generate wealth income through excellent advice and customer service.
* Support the development of key staff in assigned locations to build skills and expertise in identifying and engaging customers with financial planning needs.
Key Performance Indicators:
* Achieve sales targets and revenue growth.
* Improve customer satisfaction and loyalty.
* Enhance cross-selling and up-selling capabilities.