Job Description:
As a Financial Solutions Specialist, you will work closely with referral partners to deliver exceptional value to mutual clients. Your role will involve identifying pre-approved buyers at auction, structuring finance solutions, and recommending products based on clients' best interests.
You will build strong relationships with clients and referrers, collaborate with lenders, and provide expert advice on financial products. A strong work ethic and ability to work independently are essential in this fast-paced environment.
* Expertise in Financial Planning
* Experience in Financial Services
* Knowledge of Insurance products
* Excellent interpersonal and analytical skills
Requirements:
A diploma or degree in Finance, Business, Accounting, Real Estate, or related field is required. Relevant certifications are a valuable advantage.