Financial Services Professional
5 days ago
Job Description
We are looking for an experienced Financial Services Professional to join our team. The successful candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
Main Responsibilities:
The main responsibilities of this role include:
• Meeting with clients to understand their financial objectives and provide tailored advice and guidance.
• Assessing customers' needs and providing recommendations on product features and benefits.
• Providing expert advice on financial products and services, including investments, insurance coverage and debt management tools.
• Ensuring high levels of customer satisfaction through excellent sales service.
Key Skills:
To succeed in this role, you will need to have a proven track record of success in sales and customer service, with excellent communication and interpersonal skills. You should also have a good understanding of financial products and services, including investments, insurance coverage and debt management tools.
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