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Financial Services Representative
4 weeks ago
CleverHR is seeking a skilled Financial Adviser to join our team in Lewes, Polegate, and Eastbourne. As a Financial Adviser, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals.
Key Responsibilities- Deliver exceptional customer service by providing personalized financial advice and solutions.
- Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Develop and implement effective sales strategies to acquire new clients and grow existing business.
- Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with FCA standards.
- Collaborate with the Area Manager to achieve sales targets and business objectives.
- Proven sales and customer service experience in a financial services environment.
- Strong communication and interpersonal skills, with the ability to build rapport with clients.
- Excellent knowledge of financial products and services, with a focus on savings plans, insurance, and protection policies.
- A full driving license and ability to travel to clients' homes.
- A good standard of education and a strong work ethic.
- A competitive salary and open-ended bonus structure.
- A fully expensed company car and excellent company benefits.
- Award-winning training and development opportunities.
- A dynamic and supportive team environment.
