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Sales Advisor

3 months ago

Malmesbury, United Kingdom Premier Jobs UK Limited Full time

This employed, Sales Adviser in the Malmesbury area is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Advisor, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.

In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action.

This is a Sales Adviser job with majority of the financial advice being delivered via telephone or teams. Plus, some face-to-face meetings with clients, where you see benefit in doing so (typically within an hour travel of your home). Your patch will cover: Emersons Green, Yate, Tetbury, Malmesbury and Cirencester

Sales Adviser Requirements

  • Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
  • Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
  • The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check
  • Full driving licence required