Company Profile
- Well respected organisation conveniently located in Osborne Park
- Highly professional and family culture
- Growing business achieving very high service standards and our focus is purely the client
- Privately owned business
- Assistance with experienced marketers and exposure to existing centre's of influence ready to go
- Reporting to the principal
- Flexible working conditions
- Full time and part time positions will be considered
Duties and Responsibilities
- Conducting client appointments and marketing activities are the primary responsibilities Providing high level financial solutions to our wealth accumulators, pre-retirees and retirees
- Liaising with client services manager
- New business development and lead generation
Education, Qualifications and Skills
- CFP preferred
- A proactive, go-getting, sale focused approach
- Excellent inter-personal and communication skills
- Experience with Financial Planning software
- Strong Business Development and relationship building skills
- The ability to think strategically and demonstrate sound judgement in decision making
- Proven track record in sales
- Opportunities for continued training and development
- Salary at market and negotiable
- Bonuses provided
or mailing to PO Box 1139 Osborne Park 6916.
