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Financial Services Representative
1 month ago
Role Overview
This is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances. As a Sales Adviser, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.
Key Responsibilities
- Review and analyse clients' financial plans to identify suitable options
- Provide financial advice and guidance to clients to help them achieve their financial goals
- Build and maintain relationships with clients to ensure their ongoing financial needs are met
- Work with clients to identify and implement strategies to protect their finances
Requirements
- Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
- Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
- The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check
- Full driving licence required
Benefits
- Salary of £28,000 rising to £32,000 following passing probation with Year 1 OTE of £45,000 and Year 2/3 OTE of £65,000+
- Benefits include uncapped monthly commission, company car, travel reimbursement and contributory pension of up to 10% and DIS (pension is based on total earnings)
- Home based role with most meetings undertaken via telephone or Teams, with some face-to-face meetings
- You must be comfortable undertaking some evening appointments (TOIL provided)
- 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
- Award winning point of sale system
Company Overview
Long-established mutual society with heritage of over 140 years. They have over 3 million clients and rated 4.7 out of 5. They are keen to continue building their team of nearly 200 Sales Advisors.
