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Financial Services Representative

2 months ago

South East England, United Kingdom Clearwater Wealth Management Full time
Job Summary

We are seeking a highly skilled and motivated individual to join our team as a Financial Services Representative. As a key member of our Clearwater Wealth Management team, you will be responsible for delivering exceptional customer service and promoting our wealth management services to potential clients.

Key Responsibilities:
  • Contact qualified inbound leads and introduce them to our services
  • Make outbound calls to a targeted list of potential clients to generate interest in our wealth management services
  • Effectively communicate the benefits of our services and how we can help prospects achieve their financial goals
  • Schedule initial appointments for our financial advisors
  • Maintain detailed records of all interactions in our CRM system, tracking progress and outcomes
Requirements:
  • Previous experience in a call centre, sales, or telemarketing role is beneficial but not essential
  • A basic understanding of financial products and services is an advantage
What We Offer:
  • Comprehensive training to ensure success in your role, with opportunities for ongoing learning
  • Career advancement: Clear paths for progression within the company based on performance, including the potential to train as a financial adviser for the right candidates
  • Competitive compensation: Base salary with performance-based bonuses