Financial Services Sales Representative

Job Description

We are seeking an experienced Financial Services Sales Representative who will be responsible for selling a wide range of financial products and services to clients. The ideal candidate will possess exceptional communication skills and a proven track record in building strong client relationships.

Responsibilities

• Proactively sell a comprehensive range of financial products to clients.
• Serve as the primary point of contact for client inquiries and requests.
• Conduct market research to enhance sales strategies.
• Manage ongoing client relationships to optimize retention rates.
• Assist in identifying potential sales leads and networking opportunities.
• Comply with all legal and regulatory standards governing the industry.
• Collaborate with various departments to provide cohesive client service.
• Prepare reports on sales activities and client feedback.
• Contribute to team targets and office culture.

Requirements

Education

• Bachelor's degree in Finance, Business, or a related field
• Additional certifications in financial services are a plus

Experience

• 3+ years of experience in financial sales or a related field

Technical Skills

• Microsoft Office Suite
• Financial Modelling Tools

Soft Skills

• Analytical Thinking
• Problem-solving

Certifications

• Certified Financial Planner (CFP)
• Chartered Financial Analyst (CFA)

Languages

• English: Fluent

Advantageous

• Experience in a similar role within financial services: Previous experience in roles with similar responsibilities.
• Ability to manage multiple client portfolios: Skilled at balancing the needs of different clients effectively.

Benefits

• Salary range of AUD $60,000 - $100,000 based on experience
• Access to ongoing training resources
• Employee assistance program
• Comprehensive wellness programs

Company Culture

• Continuous Learning: We support ongoing professional development and growth.
• Respect: We value respect and integrity in all our dealings.
• Community Engagement: We are committed to giving back to our community.