Sales Executive (Financial Services)
Salary: £28,000 - £32,000 Basic (£40,000 - £50,000 OTE Year 1)
Location: Belfast
The Company
A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews, and expanding existing customer sales.
Key Responsibilities & Duties
1. Achievement of agreed sales and operating objectives
2. Carry out regular reviews with your customers
3. Expand existing customer base through referrals and other agreed direct sales strategies
4. Contribute at regular team meetings with the Area Manager and Financial Advisers
5. Complete sales documentation using in-house computer systems
6. Act in accordance with the company’s Code of Conduct for Financial Advisers
7. Able to build and maintain strong customer relationships
8. Sales background; previous experience in financial services would be advantageous, but not essential
The successful applicant will enjoy a great package with an initial residential training course, a basic salary of £28,000 (OTE £40,000 to £55,000), car allowance, plus other excellent benefits.
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