Role:
Reporting to the Area Manager in the Bodmin, Truro, St. Ives and St. Austell areas, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service to their large amount of existing clients. This will include advising clients on a range of financial products in their homes and online. A large existing client base will be provided which you would develop and build upon with referrals and new members.
Responsibilities:
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.
Requirements:
Previous face-to-face sales experience in insurance or mortgages is preferred but full training will be given. 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.
Benefits:
In return the Financial Adviser will be provided with award-winning training, a fully expensed quality company car, an open-ended bonus structure, and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from various other sales-related rewards.
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