As a Financial Expert Advisor, you will be responsible for helping clients achieve their financial goals.
The role involves building strong relationships with clients and referral partners, providing expert advice on financial products, and structuring finance solutions to meet client needs.
You will assess client requirements, recommend the best option based on their interests, and work closely with lenders to deliver better outcomes for customers.
* Expertise in Financial Planning
* Experience in Financial Services
* Knowledge of Insurance products and services
* Excellent interpersonal and analytical skills
We are looking for a team player with a great attitude and a strong work ethic. A diploma or degree in Finance, Business, Accounting, Real Estate, or a related field, along with relevant certifications, is highly desirable.