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Private client advisor: lead conversion & assessment

Melbourne
Men'S Development Academy
Posted: 18h ago
Offer description

Overview

A coaching and development organization in Australia is seeking a Private Client Advisor to enhance client advisory and acquisition. This role focuses on managing leads and conducting client assessments, requiring skills in sales and client relations. Candidates should have strong communication abilities and be organized, with a preference for backgrounds in finance or consulting. Compensation includes a base salary and performance-based commission, with a focus on quality interactions and outcomes.

Responsibilities

* Manage leads and conduct client assessments to support advisory and acquisition activities.

Qualifications

* Strong communication abilities
* Organized with a preference for backgrounds in finance or consulting
* Skills in sales and client relations

Compensation

Base salary with performance-based commission.

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