Financial Advisor Opportunity
2 weeks ago
Financial Advisor Opportunity
This is an exciting chance to build a career as a Sales Advisor in a long-established mutual society with a heritage of over 140 years. You will be working with a portfolio of existing policyholders and new customer enquiries, reviewing their life insurance, savings, retirement and investment plans and helping to identify suitable options to meet their financial goals.
As a Sales Advisor, you will be responsible for reviewing and providing financial advice over the phone or in person, with some face-to-face meetings with clients, where you see benefit in doing so. You will also be undertaking business development activities to generate referrals, call previous clients and manage your own diary.
The ideal candidate will have experience in sales and regularly achieved or exceeded their individual KPIs/targets. They will also be comfortable undertaking business development activities and managing their own diary.
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
- Full driving licence required
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