Financial Advisor – Belleview Financial Services





Belleview Financial Services is currently seeking qualified applicants to join our team as a Financial Advisor. This person must be highly knowledgeable and skilled and will act as an intermediary between the company and our customers. Superb customer service skills are a must for success.

Our Financial Advisors provide our clients with sound financial guidance and make critical recommendations to help them make informed financial decisions. A successful candidate will be able to demonstrate his/her ability to research the marketplace for available products and services, effectively help customers identify their needs, design and present financial strategies, and of course, close a sale.

Duties and Key Responsibilities




• Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments etc.)

• Proven ability to provide strategic advice in the above areas articulately.

• Patience and skills required to assess client’s overall financial picture, truly understand their needs, and then develop a relevant, solid financial plan.

• Evidence of the people skills needed to guide clients towards a financial decision that is both profitable and secure.

• Commitment to cultivating our client base and building win-win relationships



• Self-motivation and willingness to network, generate leads, and seize opportunities to sell investments products and risk product (life covers and funeral plans) etc.




• Exceptional communication skills needed to liaise with providers, vendors, and other professionals.

Requirements and Qualifications

• BS Degree in Risk Management and Insurance, Economics or related field.

• Certificate of Proficiency (COP).

• Proven work history with experience as a financial adviser, controller, planner, specialist or other relevant role.

• Consistent track record of successful financial guidance.



• Ability to analyze the market data in order to formulate and provide appropriate, data-based financial advice.

• Solid communication, negotiation, and presentation skills.

• Attention to detail and consistent accuracy with all data.

• Highly articulate and able to explain complex information clearly and simply.

• Strong relevant computer skills including ability to operate database systems. MSO, EXCELL

 

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