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Senior financial consultant

Perth
beBeeFinancial
Financial Consultant
Posted: 7 December
Offer description

About Our Role

We provide financial security and peace of mind through our insurance, annuity, and investment solutions.


Key Responsibilities

* Create customized financial plans using a range of products and services to meet clients' needs.
* Diligently seek out and pursue new business opportunities continuously.
* Offer tailored financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products.

This is an entry-level position for a financial service professional who can effectively present our wealth of financial products and services to clients.

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