Cardinal Recruitment
FINANCIAL/MORT ADVISOR IN WORCESTER, MALVERN & EVESHAM Areas
Job Location
Pirton, United Kingdom
Job Description
Role:
Reporting to the Area Manager, the Financial Adviser will be required to service existing clients and achieve regular sales of new business to achieve individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on an extensive range of Pension/Savings & Protection Insurance products in their homes. A large existing client base will be provided which you would develop and build upon with referrals and new members.
In addition the Financial Adviser will carry out the following:
*
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.
Previous sales experience is preferred but not essential as full training will be given by way of an induction and product training course and ongoing training with the Area Manager. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings and investment plans.
In return the Financial Adviser will be provided with award winning training, fully expensed quality company car, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales related rewards
Location: Pirton, GB
Posted Date: 10/11/2024
Reporting to the Area Manager, the Financial Adviser will be required to service existing clients and achieve regular sales of new business to achieve individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on an extensive range of Pension/Savings & Protection Insurance products in their homes. A large existing client base will be provided which you would develop and build upon with referrals and new members.
In addition the Financial Adviser will carry out the following:
*
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.
Previous sales experience is preferred but not essential as full training will be given by way of an induction and product training course and ongoing training with the Area Manager. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings and investment plans.
In return the Financial Adviser will be provided with award winning training, fully expensed quality company car, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales related rewards
Location: Pirton, GB
Posted Date: 10/11/2024
Contact Information
| Contact | Human Resources Cardinal Recruitment |
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