Financial Services Professional

2 weeks ago


Cambridgeshire and Peterborough, United Kingdom CV-Library Full time

About the Role

We are seeking an experienced Financial Services Professional to join our team at CV-Library. As a key member of our global financial organisation, you will be responsible for managing a customer database and advising clients on a range of financial products via video conferencing.

Key Responsibilities:

  1. Achieve agreed sales and operating objectives
  2. Conduct regular reviews with customers
  3. Expand the existing customer base through referrals and other direct sales strategies
  4. Participate in regular team meetings with the Area Manager and Financial Advisers
  5. Complete sales documentation using in-house computer systems
  6. BUILD AND MAINTAIN STRONG CUSTOMER RELATIONSHIPS
  7. Prior experience within financial services is required

The successful candidate will enjoy a comprehensive package including a basic salary of £28,000, rising to £32,000 after probation, car or car allowance, plus excellent benefits.



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