Sales Advisor Role with Financial Planning Expertise
5 days ago
We are looking for a sales professional to join our team in Swindon and Hungerford, where you will have the opportunity to build a career as a financial advisor. You will work with clients to help them achieve their financial goals by reviewing life insurance, savings, retirement, and investment plans.
The successful candidate will have a portfolio of existing policyholders and receive circa 80 leads per month for child trust funds reaching maturity. This role involves delivering financial advice via telephone or Teams, with some face-to-face meetings.
Key Responsibilities:
- Deliver high-quality financial advice to clients.
- Maintain a strong understanding of life insurance, savings, retirement, and investment products.
- Build and maintain relationships with clients.
Compensation and Benefits:
- Salary of £28,000 rising to £32,000 following probation.
- Uncapped monthly commission.
- Company car.
- Travel reimbursement.
- Contributory pension of up to 10%.
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