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Financial Advisor (Non Diploma)
Financial Advisor (Non Diploma)
Financial Advisor (Non Diploma)
Posted 14 days ago
- Luton, Bedfordshire
- Any
- External
Financial Advisor (Non Diploma)
Salary: £28- 32,000 Basic (£50-70K OTE Year1), Homebased/Remote
Locations: Luton
The Company
A Global Financial 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 and previous experience withinin financial services is required.
The successful applicant will enjoy a great package with initial residential training course, basic salary of £28,000, rising to £32k after probabtion (OTE £50k to £70k+ Year 1), car or car allowance plus other excellent benefits
Salary: £28- 32,000 Basic (£50-70K OTE Year1), Homebased/Remote
Locations: Luton
The Company
A Global Financial 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 and previous experience withinin financial services is required.
The successful applicant will enjoy a great package with initial residential training course, basic salary of £28,000, rising to £32k after probabtion (OTE £50k to £70k+ Year 1), car or car allowance plus other excellent benefits