Senior Financial Services Professional
2 months ago
At Profession Hub, we are seeking a skilled and results-driven Senior Financial Services Professional to join our team.
Role Overview: As a Senior Financial Services Professional, you will play a vital role in helping clients achieve their financial goals by providing expert guidance on various financial services and products.
Key Responsibilities:
- Analyse clients' financial situations to understand their needs and provide tailored solutions.
- Develop and implement comprehensive financial plans that cater to clients' objectives and risk tolerance.
- Provide expert advice on insurance coverage, investment planning, cash management, and other areas relevant to clients' financial well-being.
- Prepare and interpret financial document summaries, investment performance reports, and income projections for clients.
- Manage and regularly update clients' portfolios to ensure alignment with their financial goals.
- Maintain ongoing communication with clients to stay informed about their financial status and make adjustments as needed.
- Build and maintain a strong client base through exceptional service and relationship-building skills.
Requirements and Qualifications:
- Valid driver's license with own transportation.
- Aged 23+ years old.
- In-depth knowledge of the insurance industry.
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Sense of ownership and pride in your performance and its impact on the company's success.
- Critical thinking and problem-solving skills.
- Team player with excellent interpersonal and communication skills.
- Good time-management skills and analytical thinking abilities.
- Excellent communication, sales, presentation, and customer service skills.
Salary: The estimated salary for this position is $80,000 - $110,000 per annum, commensurate with experience and qualifications.
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