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Wealth Management Sales Consultant

2 months ago

Swindon, Swindon, United Kingdom Jigsaw Recruitment Full time

Wealth Management Sales Consultant Job Opportunity

We are thrilled to collaborate with a renowned 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 ascertain their financial aspirations
  • Assess clients' financial circumstances and propose customized solutions
  • Spot opportunities for product enhancement and diversification
  • Build and sustain enduring client relationships
  • Remain updated on industry trends 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 forge and maintain robust client relationships

If you are an enthusiastic professional with a dedication to client service and sales, we encourage you to consider this remarkable opportunity. Join us at Jigsaw Recruitment

Perks:

  • Attractive Salary with Performance-Based Commission
  • Comprehensive Benefits Package including Retirement Plan, Bonus, Insurance, Home Office Setup, Technology Equipment, Company Vehicle, and Fuel Allowance