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Field Sales Adviser (financial advice) clients provided! covering Croydon area

Posted 26 January by Resource Matters Ended

Our client, a highly professional and ethical international provider of savings and investments, protection/personal insurance, and retirement planning, has an opportunity for a Financial Adviser (simplified/stakeholder advice-non regulated).

This is an employed role with a client database to develop (but will also involve business development activity), fully expensed commpany car, basic salary and uncapped bonus offering the opportunity for achieving six figure earnings!

Covering the Croydon area.

Ideally you will be from a similar sales-financial services/banking background, but strong sales and desire to move into financial advice will be considered. You will receive comprehensive induction, product training and on-going support will be given.

This is a home based role, so you will need to demonstrate self motivation, the energy and desire to achieve high earnings level and good organisational skills.

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 and confidence to contact the customer and arrange a meeting to conduct a detailed fact find/financial review of their life cover, critical illness, savings and investments and protection cover (ie simplified/stakeholder advice level).

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

Required skills

  • Adviser
  • Field Sales
  • Financial Services
  • Investments
  • Protection

Reference: 33544592

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