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Financial Services Representative
2 months ago
We are seeking a highly motivated and customer-focused Client Services Advisor to join our team at Yopa Estate Agency. As a key member of our growing team, you will play a vital role in guiding our clients through their financial journey, providing exceptional support and guidance every step of the way.
Key Responsibilities- Client Support: Serve as the primary point of contact for clients, addressing inquiries and providing top-notch service.
- Sales Development: Utilize your sales skills and experience to build strong relationships with clients, securing financial services appointments and identifying opportunities to introduce clients to our range of products and services.
- Appointment Setting: Manage and schedule appointments for clients in partnership with our team of brokers.
We are committed to helping you advance in your career and offer an 18-month structured development programme, providing comprehensive exposure to all facets of financial services with a clear pathway to becoming a Mortgage Broker upon completion.
This is an exceptional opportunity for individuals who are passionate about building a successful career in financial services. If you are a proactive and customer-centric individual with a strong desire to succeed, we encourage you to apply for this exciting role.
