Financial Services Professional

4 days ago

Dudley, United Kingdom Cardinal Recruitment Full time
Financial Adviser Role

As a Financial Adviser with Cardinal Recruitment, you will be responsible for achieving regular sales of new business to attain individual and company sales objectives while providing exceptional customer service.

You will advise a large client base on a range of insurance and investment/pension products, either face-to-face or online, and develop and build upon this existing client base through referrals and new members.

Key Responsibilities:
  • Service existing customers through regular reviews
  • Expand existing customer sales through these reviews
  • Expand the customer base through referrals and other direct sales techniques
  • Attend regular meetings with the Area Manager and colleagues
  • Complete all documentation required by the Company
  • Act in accordance with the FCA Code of Conduct for Company Representatives
  • Work to a programme agreed with the Area Manager

Previous insurance/sales experience is preferred but not essential, as full training will be given. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement.

Company Benefits:
  • Award-winning training
  • Fully expensed quality company car
  • Open-ended bonus structure
  • Excellent company benefits

Top earners in the company are earning up to £100k and also benefit from various other sales-related rewards.

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