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Field Sales Adviser (financial advice) clients provided! Harrogate and York area

Posted 5 January by Resource Matters Ended

Our client, a highly professional and ethical international provider of advice on savings and investments, protection/personal insurance, critical illness, and financial planning, has an opportunity for a Financial Sales Adviser to take over an existing territory replacing a retiree (simplified/stakeholder advice-non regulated financial products).

You will need field sales experience and the desire and drive to achieve high earnings. You will receive comprehensive induction, product training and on-going support will be given. If you have some experience selling financial/credit/insurance products that would be beneficial.

This is an employed role with a client database to develop (but will also involve business development activity), fully expensed company car, basic salary and uncapped bonus!

Covering Harrogate, York and surrounding areas.

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 insurance cover, critical illness, savings and investments and related 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 fact-find financial 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
  • Business Development
  • Financial Services
  • Investments
  • Field sales

Reference: 34145926

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