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Financial Sales Consultant

2 months ago

Erith, Greater London, United Kingdom Premier Jobs UK Limited Full time

Join Our Team as a Financial Sales Consultant

We are excited to present a unique opportunity for a dedicated Financial Sales Consultant. This role involves assisting clients in managing their financial futures by providing expert advice on savings, investments, and insurance.

Your responsibilities will include:

  • Managing a portfolio of existing clients while also engaging with new customer inquiries.
  • Conducting thorough reviews of clients' financial plans, including life insurance, retirement savings, and investment strategies.
  • Generating approximately 80 leads monthly related to financial products that require timely action.

This position primarily involves delivering financial advice through telephone consultations and virtual meetings, complemented by occasional in-person client interactions when beneficial.

Key Requirements for Financial Sales Consultant:

  • Proven experience in sales with a track record of meeting or exceeding performance targets.
  • Comfortable with business development activities, including generating referrals and managing client relationships.
  • Ability to undergo a comprehensive background check as required by regulatory standards.
  • A valid driving license is necessary for this role.

If you are passionate about helping clients achieve their financial goals and possess the necessary skills, we encourage you to consider this opportunity with Premier Jobs UK Limited.