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Financial Advisor [Non Diploma]
Description✓Financial Advisor [Non Diploma]
✓Salary: £24,000 Basic [£30-50K OTE Year1] + Car Allowance - Homebased/Remote
✓Locations: Romford, Essex
✓The Company
✓A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team
✓The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.
✓Key Responsibilities & Duties
✓· Achievement of agreed sales and operating objectives
✓· Carry out regular reviews with your customers
✓· Expand existing customer base through referrals and other agreed direct sales strategies
✓· Contribute at regular team meetings with the Area Manager and Financial Advisers
✓· Complete sales documentation using in-house computer systems
✓· Act in accordance with the company’s Code of Conduct for Financial Advisers
✓· Able to build and maintain strong customer relationships
✓· Sales background, previous experience in financial services would be advantageous, but not essential
✓The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 [OTE £37 - £55k+ car allowance plus other excellent benefits.
✓Required skills Show more →
✓Salary: £24,000 Basic [£30-50K OTE Year1] + Car Allowance - Homebased/Remote
✓Locations: Romford, Essex
✓The Company
✓A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team
✓The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.
✓Key Responsibilities & Duties
✓· Achievement of agreed sales and operating objectives
✓· Carry out regular reviews with your customers
✓· Expand existing customer base through referrals and other agreed direct sales strategies
✓· Contribute at regular team meetings with the Area Manager and Financial Advisers
✓· Complete sales documentation using in-house computer systems
✓· Act in accordance with the company’s Code of Conduct for Financial Advisers
✓· Able to build and maintain strong customer relationships
✓· Sales background, previous experience in financial services would be advantageous, but not essential
✓The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 [OTE £37 - £55k+ car allowance plus other excellent benefits.
✓Required skills Show more →
Features
- ✓Car Allowance + Excellent Benefits