Home Financing Advisor
1 week ago
Job Summary
Job Description
What is the opportunity?
In this role, you will provide customized financial solutions and advice to clients, ensuring their peace of mind and satisfaction. Your ability to develop relationships with internal and external partners is crucial to your success, particularly within the business community and financial institutions. You will build client loyalty through your exceptional service and personalized approach, while driving business results through your entrepreneurial sales style.
What will you do?
- Cultivate business opportunities and seek out new clients through relationship building within the business community and your network of contacts
- Develop a loyal client base by providing expert financial advice and solutions
- Successfully drive your personal sales results, while collaborating with financial partners to anchor external business
- Take the initiative to provide advice and solutions to clients, meeting their individual financial needs
- Remain accessible and accommodate clients' preferences
What do you need to succeed?
Must-have
- Minimum 3 years of proven sales success, ideally in financial services or a related field
- A solid network in the business community, resulting in referrals, new clients and increased business
- Proven ability to build trust and maintain long-term client relationships
- Ability to cultivate strong relationships with internal partners and stakeholders
- Self-starter who works independently and seeks out answers
Nice-to-have
- Previous experience in financial services or a related field
- Strong knowledge of financial products and services
- Excellent communication and organizational skills
What's in it for you?
We value our employees' passion and drive to enhance the well-being of our clients and communities. We offer a comprehensive Total Rewards Program, including flexible benefits, unlimited commission pay, and pension options. Our world-class training programs and career development opportunities will help you grow and succeed in your career. You will be part of a dynamic, collaborative, and high-performing team where initiative and hard work are recognized and rewarded.
Job Skills
Additional Job Details
Employment Type:
Full timePlatform:
Financial ServicesJob Type:
RegularPay Type:
CommissionLanguage:
English (en-US)-
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