Field Sales Financial Adviser

☞ RESOURCE MATTERS LIMITED

View: 107

Update day: 07-05-2024

Location: Stratford-upon-Avon West Midlands

Category: Finance / Bank / Stock Sales

Industry: Higher Education Staffing Recruiting Financial Services

Position: Associate

Job type: Full-time

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Job content

Our client, a long established, highly professional and ethical international Financial Advice organisation focussing on offering their clients the best ISA’s, savings and investments, protection/personal insurance, critical illness plans and retirement planning, has an opportunity for a field sales Financial Adviser.

They are seeking an experienced field sales person to cover the South West London area .

This is an employed b2c direct sales role with a large client database to develop (but will also involve pro-active business development activity), fully expensed company car, basic salary and bonus!

Ideally from a financial services background and most certainly with strong field sales B2C skills, you will receive comprehensive induction, in-depth product training and on-going support will be given.

The role offers the unique opportunity of a large database of existing and dormant clients to approach. Managing your own diary, you will need the drive, initiative and confidence to contact the customer and arrange a meeting to conduct a detailed fact find/financial review of their life insurance cover, critical illness, savings and investments and income protection cover.

Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service.

In addition, the Financial Adviser will carry out the following:

Service existing customers through regular reviews.

Expand existing customer sales through these regular reviews.

Expand the customer base through referrals and other direct sales techniques if required.

Attend regular meetings with the Area Manager and colleagues.

Complete All Documentation Required By The Company.

Act in accordance with the FCA Code of Conduct for Company
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Deadline: 21-06-2024

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