Financial Services Specialist
4 days ago
At Neptune, we are seeking a highly skilled and target-driven Financial Services Specialist to join our team. The ideal candidate will be responsible for providing professional financial services to clients, including sourcing, retaining, and growing a membership and client base.
The successful candidate will implement PPS financial solutions in line with the client's needs, focusing on holistic financial planning, advice, and sales in risk insurance, savings, and investments as well as wills, tax, and estate planning.
This commission-based role offers a competitive risk commission structure with a split ranging from 55% to 65%. We are looking for an experienced and motivated individual who is passionate about delivering exceptional customer service.
Key Responsibilities:
- Sourcing and retaining clients through proactive lead generation and relationship-building
- Implementing PPS financial solutions tailored to individual client needs
- Providing expert advice on risk insurance, savings, investments, and other financial products
- Maintaining accurate records of client interactions and transactions
Requirements:
- 4-year or higher qualifications in a relevant field (e.g., finance, accounting)
- Proven experience in financial planning and sales
- Excellent communication and interpersonal skills
- Able to work independently and as part of a team
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