Financial Services Representative

3 weeks ago


Chichester, West Sussex, United Kingdom Insignis Full time

Insignis is a dynamic and innovative company that's always looking for talented individuals to join our team. As a Sales Executive, you'll play a pivotal role in connecting businesses with tailored financial solutions, setting the stage for long-term partnerships.

Key Responsibilities
  1. Generate Leads: Create high-quality leads for our BDMs to convert into successful deals.
  2. Qualify Leads: Assess leads for suitability, ensuring they meet criteria for financial products and have a high potential for conversion.
  3. Manage CRM: Maintain accurate and up-to-date records of all client interactions in our CRM system.

We offer a competitive base salary of £25,000 per annum, commensurate with your skills and experience, plus uncapped commission, bonuses, and career progression opportunities.

Our ideal candidate has at least 1 year of proven success in outbound sales, preferably in a B2B environment, with exceptional verbal communication and rapport-building abilities.



  • Chichester, West Sussex, United Kingdom Insignis Full time

    About Insignis: We're a forward-thinking organization committed to delivering exceptional financial solutions to businesses. Our team is passionate about building long-term partnerships and driving growth through innovative approaches.Job Responsibilities:Generate and qualify warm leads for our Business Development Managers (BDMs) to convert into successful...


  • Chichester, West Sussex, United Kingdom Alchemy Financial Group Full time

    About Alchemy Financial GroupJob SummaryWe're seeking a talented Insurance Agent to join our team. As an Insurance Agent with Alchemy Financial Group, you'll be responsible for selling policies to clients, handling claims, and maintaining all client records.You'll work closely with our marketing team to identify opportunities to sell life insurance and...


  • Chichester, West Sussex, United Kingdom Compass UK & Ireland Full time

    Key Responsibilities:As a Customer Service Representative, you will be responsible for delivering exceptional customer experience to our clients and customers. Your key responsibilities will include preparing high-quality food that delights our clients and customers, creating attractive food and counter displays, representing Chartwells and maintaining a...


  • Chichester, West Sussex, United Kingdom Alchemy Financial Group Full time

    About This RoleAlchemy Financial Group is seeking a highly motivated and results-driven Insurance Agent to join our team. In this role, you will be responsible for selling life insurance policies to clients, handling claims, and providing exceptional customer service.Key Responsibilities:Sell life insurance policies to diverse clients.Explain insurance costs...


  • Chichester, West Sussex, United Kingdom Dandara Careers Full time

    Are you looking for a challenging and rewarding career in customer service? We are seeking an experienced Customer Service Representative to join our team at Dandara Careers.About the roleThe successful candidate will be responsible for providing high-quality care and attention to detail in resolving any post-completion issues for our homeowners in West...


  • Chichester, West Sussex, United Kingdom Costa Coffee Full time

    Work as a Customer Service Representative in our busy Chichester store, where you will be the face of Costa Coffee. As a Barista, you will be responsible for delivering exceptional customer service and ensuring that every cup meets our high standards.We offer a competitive pay rate of £12.00-13.00 per hour, dependent on location, making us one of the best...


  • Chichester, West Sussex, United Kingdom Tesco Partners Full time

    As a Customer Service Representative at Tesco Partners, you can enjoy a minimum of 16 guaranteed hours each week, with opportunities to work fewer hours (12) and schedule shifts 3 weeks in advance.You will be part of a dynamic team that helps serve shoppers better every day. Your role will involve serving customers daily to provide stability or flexibility,...


  • Chichester, West Sussex, United Kingdom Clark Wood Full time

    Financial Services Expert OpportunityA Financial Services Expert is required for a leading firm of chartered accountants in Bury. The role will involve leading audit assignments, preparing and reviewing year-end accounts, and supervising junior staff.The ideal candidate will have ACCA / ACA Qualified or be at the latter stages of their studies with recent...


  • Chichester, West Sussex, United Kingdom Industry Placements Full time

    About the JobThis exciting opportunity is part of our Industry Placements program, where you will have the chance to work closely with our team and gain invaluable experience in the field of customer financial services. As a Customer Financial Services Executive, you will play a vital role in managing day-to-day fleet operations, including implementation,...


  • Chichester, West Sussex, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is hiring a Financial Services Coordinator to support our expanding finance team.Responsibilities:Communicate with clients to recover outstanding payments;Respond to client queries and resolve any issues promptly;Process financial transactions, including bank reconciliations and invoice processing;Work closely with internal sales teams...


  • Chichester, West Sussex, United Kingdom Solid Recruitment Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as Financial Services Assistant Manager. In this role, you will be responsible for assessing and reviewing regulatory/prospectus breaches and incidents while collaborating with Investment Managers, Depositaries, and the Compliance team.Key ResponsibilitiesMonitoring...


  • Chichester, West Sussex, United Kingdom Be-IT Ltd Full time

    Client Portfolio Management Opportunity:We are seeking a skilled Accounts Assistant Manager to join our team at Be-IT Ltd in Chichester. In this role, you will be responsible for managing client portfolios, developing financial strategies, and representing the firm at networking events.Responsibilities:Manage and support client portfolios, ensuring timely...


  • Chichester, West Sussex, United Kingdom STR Group Limited Full time

    About the Job DescriptionThis job description outlines the key responsibilities and requirements for the role of Business Development Representative. As a key member of our business development department, you will play a pivotal role in generating and qualifying leads for our Business Development Managers (BDMs) to convert into successful deals.You will be...


  • Chichester, West Sussex, United Kingdom ProTalent Limited Full time

    As a senior financial services specialist, you will be responsible for providing high-quality support to our portfolio managers, directors, and partners. This includes preparation of statutory accounts, reports, and commentaries for all business entities, as well as dealing with and advising on personal tax issues. You will also assist with the management of...


  • Chichester, West Sussex, United Kingdom Austin Fraser Full time

    About Us:Austin Fraser is a company based in Chichester, offering exciting opportunities in financial services.This Regulation Monitoring and Reporting Assistant role is a fantastic chance to take your career to the next level.Key Responsibilities:Collaborating with the Compliance team to review regulatory/prospectus breaches and incidents.Conducting...


  • Chichester, West Sussex, United Kingdom Managing Partners Group Full time

    Senior Management Accounting Position:We are looking for a seasoned Senior Management Accountant to join our team in Chichester, West Sussex.Job Summary:This role involves providing senior-level financial management and reporting services, supporting business growth and decision-making.Key Responsibilities:To lead the preparation and presentation of...


  • Chichester, West Sussex, United Kingdom Austin Fraser Full time

    Austin Fraser is pleased to represent a prestigious firm of Independent Wealth Managers in Chichester. This esteemed organization has achieved significant growth, boasting an impressive AUM of over £700 million this year.This reputable company seeks an experienced Paraplanner to join their well-established team due to increased business levels. The...


  • Chichester, West Sussex, United Kingdom Alchemy Financial Group Full time

    About Alchemy Financial GroupWe are a leading provider of life insurance solutions, seeking an experienced and skilled individual to join our team as an Insurance Agent.As an Insurance Agent with Alchemy Financial Group, you will be responsible for selling policies to clients, handling claims, and maintaining accurate records.Our ideal candidate will possess...


  • Chichester, West Sussex, United Kingdom Alchemy Financial Group Full time

    About the RoleWe're seeking a highly skilled Insurance Sales Expert to join our team at Alchemy Financial Group.The successful candidate will have a strong background in sales, excellent customer service skills, and the ability to communicate complex insurance information effectively.The Insurance Sales Expert will be responsible for selling life insurance...


  • Chichester, West Sussex, United Kingdom Alchemy Financial Group Full time

    About Alchemy Financial GroupCompany OverviewWe're a leading provider of financial services, dedicated to helping our clients achieve their goals. Our team is comprised of experienced professionals who are passionate about delivering exceptional service and results.Job SummaryWe're seeking a skilled Life Insurance Specialist to join our team. As a Life...