Sales Advisor

1 month ago


West Yorkshire, United Kingdom smart media tech ltd Full time

**Sales Advisor**

smart media tech ltd is a leading global investment firm with more than 50 years of experience. We are committed to providing our clients with exceptional service in all areas of financial planning including wealth management.

**Essential Functions**:
**Provide high-quality research on possible investment opportunities and set up appointments for our clients**
- Set up meetings between the client and other potential investors
- Provide accurate information (statistical data, reviews, recommendations etc.)and make sound decisions in client relationships
- Provide ongoing guidance to clients in the wealth management industry (wealth planning, financial planning, retirement etc.)
- Recommend specific strategies based on the client’s needs and goals
- Follow up with clients to ensure their satisfaction
- Provide regular feedback and reporting to the leadership team
- Keep abreast of best practices and promotional trends
- Manage your own portfolio of companies or trusts to promote them when appropriate (e.g. growth opportunities, hot funds, best practices etc.)
- Complete other duties as assigned.

**Competencies**:
**Strong interpersonal skills and ability to build relationships effectively**
- Highly organized with strong attention to detail
- Ability to work under pressure and meet deadlines within a busy team environment
- Experience in customer service is a plus but not required - we will teach you the rest
- Self-motivated with the ability to work independently with little supervision

**Job Types**: Full-time, Permanent

**Salary**: From £25,600.00 per year

**Benefits**:

- Employee discount
- Free parking
- Language training provided
- Relocation assistance
- Store discount
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

**Experience**:

- Sales: 1 year (preferred)

Licence/Certification:

- Driving Licence (preferred)

Work Location: On the road

Reference ID: SM104


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