Financial Sales Consultant

3 weeks ago


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

Overview

Join our team as a Financial Sales Consultant, where you will have the opportunity to develop a rewarding career in financial advisory services. This role focuses on assisting clients in managing their financial futures, ensuring they can save, invest, and secure their financial well-being.

Role Responsibilities

As a Financial Sales Consultant, you will be entrusted with a portfolio of established clients, alongside new inquiries. Your primary duties will include:

  • Conducting comprehensive reviews of clients' life insurance, savings, retirement, and investment strategies.
  • Identifying tailored financial solutions that align with clients' objectives and family protection needs.
  • Managing a steady flow of approximately 80 leads monthly related to child trust funds that require timely attention.

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

Key Qualifications

  • Proven sales experience with a track record of meeting or surpassing personal performance targets.
  • Comfortable with proactive business development efforts, including generating referrals and maintaining a personal schedule.
  • Must undergo a thorough credit and criminal background check due to regulatory requirements.
  • A valid driving license is necessary for this role.

Embrace the chance to make a significant impact in the lives of families by guiding them towards achieving their financial aspirations.



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