Role
Financial Services Consultant
As a Financial Services Consultant, you will be the trusted advisor clients rely on — building lasting relationships and creating financial strategies that make a real difference.
- Build and nurture relationships with clients, understanding their insurance, investment, protection, savings and retirement needs
- Create personalised financial strategies that maximise opportunities and mitigate risks
- Stay updated on market trends, products and regulations to provide quality advice
- Grow your own client portfolio with full organisational support