Financial Services Representative

1 week ago


Swindon, Swindon, United Kingdom Premier Jobs UK Full time
Job Description

We are seeking a sales professional to join our team in Swindon and Hungerford, providing financial advice to clients and helping them achieve their financial goals. You will review life insurance, savings, retirement, and investment plans to identify suitable options.

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.

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.

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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