Our Client, boasting over 100 years of rich heritage offering families Financial Advice across the United Kingdom, seeks a Financial Adviser to join the business to cover South Croydon, Caterham and Reigate. The business has worked with families for generations, developing a close bond with these clients based on high levels of trust, integrity and professionalism.
This opportunity would suit a smart and presentable character with a proven track record in face-to-face sales, the ability to build rapport with customers, and who has an appetite to develop a career within the financial industry.
The Role as a Financial Adviser
* Reporting to the Area Manager, you will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.
* This will include advising clients on a range of financial products in their homes, including savings plans, insurance, and protection policies.
* An existing client base will be provided which you would develop and build upon with referrals and new members.
* In addition, you will be required to carry out the following duties:
* Service existing customers through regular reviews.
* Expand existing customer sales through these regular reviews.
* Expand the customer base through referrals and other direct sales techniques if required.
* Attend regular meetings with the Area Manager and colleagues.
* Complete all documentation required by the Company.
* Act in accordance with the FCA Code of Conduct for Company Representatives.
* Work to a programme agreed with the Area Manager.
About you
* Previous sales experience would be advantageous.
* You must be able to demonstrate your high levels of customer service.
* Applicants should possess a good standard of education, and a full driving licence is essential, as the role is field-based travelling to clients’ homes.
* CV should show good length of service with employers.
The Package
* You will be provided with award-winning training, a fully expensed company car, an open-ended bonus structure, and enjoy excellent company benefits.
* Monthly bonuses; OTE £45,000.
* Company Car.
* 4 x DIS.
* 20 days’ holiday rising to 25 over the first 5 years plus bank holidays.
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