Financial Growth Advisor

4 weeks ago


Par, Cornwall, United Kingdom Equuentis Full time
Wealth Advisor Role
Position Overview: As a Wealth Advisor at Equuentis, you will play a pivotal role in guiding clients towards financial prosperity through strategic equity investments. This position requires effective communication with prospective clients via phone to showcase our offerings, necessitating strong interpersonal skills and a solid understanding of the equity market.

Key Responsibilities:
  • Conduct daily outreach calls
  • Engage with clients for a minimum of 3.5 hours each day
  • Identify and cultivate at least one new client prospect daily
  • Achieve daily objectives and meet weekly/monthly performance targets
Qualifications:
  • Excellent verbal communication abilities
  • Proven sales and persuasion skills
  • Knowledge of our financial products
  • Capability to strategize and execute daily outreach to meet objectives
  • Stay updated on relevant news and developments in the equity sector


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