Financial Advisor
3 weeks ago
Financial Advisor (Non Diploma)
**Salary**: £24,000 Basic (£30-50K OTE Year1) + Car Allowance - Homebased/Remote
Locations: Liverpool, St Helens, Warrington Area
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 £37,000 year 1; £43,000 year 2), car allowance plus other excellent benefits.
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