Field based Sales Advisers required to be provided with the support and training in order to become successful Financial Advisers
This long established mutual society with a heritage of over 140 years in providing life assurance to working families has now built a membership of 3 million clients across the USA, Canada and here in the UK.
Clients and business opportunities
Each Adviser will be provided with a list of several thousand clients which are prime opportunities to contact to review their children’s trusts funds which are administered by the organisation. This is an excellent way in to discuss and review the trust fund, but also to review other financial planning needs and spot cross sale opportunities.
Training and Development
Initial 3-week induction programme which will be a mix of classroom and hands-on in the field training, will be provided to ensure all their Advisers are knowledgeable of the process and products available, and comfortable in being the face for the company with clients. You will then continue to receive ongoing support from a dedicated team, plus receive mentoring and business planning support from your Regional Manager.
Requirements to be considered
Ideal candidates for this role will have a background in home service or have experience within field based protection/insurance sales and be motivated to contact potential clients for financial reviews. Due to the nature of this role providing non-regulated financial advice through stakeholder products, it is not required for you to be qualified in Diploma in Financial Advice.
Salary of £21,000 pa plus benefits including uncapped monthly commission, company car, contributory pension of 10% and DIS (pension and DIS is based on total earnings rather than salary)
OTE of £38,000 – £50,000 with top earners achieving £80,000+
They have developed an award winning point of sale system that comes with a ready-made customer database providing personal and product information.
Their technology assists the Advisers to identity customer needs, clearly demonstrate these needs and send applications electronically, therefore making it user friendly for both the Adviser and customer.
Hereford & Worcester
Dulwich (South London)
Sunderland & Durham
Woolwich, Eltham & Forest Hill
Hull / Teeside
Harrogate / York
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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