We're seeking talented Sales through service Financial wellbing Agents with a passion for helping Australians combines your communication skills with your financial service expertise to make a real difference. You new services being delivered by a well -known financial service organisation-got what it takes? Apply new services being delivered by a well-known financial services organisation and will form part of the to receive more specialist support focused on financial health budgeting. In this fast-paced and dynamic
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be done prior to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile X-plan and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business Advice (ROA) and FNA mirror one another. GENERAL ADMIN Checking and updating of client contact details
assigned market sector.
be advantageous. Min 2 years sales experience. Admin experience. Sales / marketing courses / knowledge
strategy and client's needs Processing of Sales admin (Sales orders/Quotes/Invoicing) Ensure Customer
strategy and client's needs Processing of Sales admin (Sales orders/Quotes/Invoicing) Ensure Customer
be advantageous. Min 2 years sales experience. Admin experience. Sales / marketing courses / knowledge
managing their online diary (with support from the admin team)
overcoming objections. Preparing sales and other admin reports in respect of the activities and the circulation