Wealth Management Sales Consultant

4 weeks ago


Swindon, Swindon, United Kingdom Jigsaw Recruitment Full time

Wealth Management Sales Consultant Position

We are thrilled to collaborate with a distinguished Financial Services organization in their quest for a proactive and results-oriented Wealth Management Sales Consultant. As part of our team, you will have the chance to deliver insightful financial guidance and advocate for a diverse range of products and services tailored to our clientele.

Core Responsibilities:

  • Engage in comprehensive client discussions to grasp their financial aspirations
  • Assess clients' financial circumstances and propose tailored solutions
  • Spot opportunities for product enhancement and cross-selling
  • Build and maintain enduring client relationships
  • Remain updated on market dynamics and financial compliance

Qualifications:

  • Previous sales experience within the financial industry
  • Thorough understanding of financial offerings and services
  • Outstanding communication and interpersonal skills
  • Proven history of meeting sales objectives
  • Capability to foster and sustain robust client relationships

If you are an enthusiastic professional with a commitment to customer satisfaction and sales excellence, we encourage you to consider this remarkable opportunity. Join us at Jigsaw Recruitment

Perks:

  • Attractive Salary with Commission Structure
  • Comprehensive Benefits Package including Company Pension, Bonus, Insurance, Home Office Setup, Technology Devices, Company Vehicle, and Fuel Card


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