Sales Advisor

This employed, Sales Advisor in Kingston Upon Thames an
exciting opportunity to build a career as a Financial Advisor, helping families
save, invest and protect their finances.

You will be provided with a portfolio of existing
policyholders, plus new customer enquiries. As a Financial Advisor, you will be
reviewing their life insurance, savings, retirement and investment plans and
helping to identify their suitable options to meet their financial goals and
protect their families.

In addition to the existing portfolio customers, you will
receive circa 80 leads per month for child trust funds that are reaching
maturity and require action.

This is a Sales Advisor job with majority of the financial
advice being delivered via telephone or teams. Plus, some face-to-face meetings
with clients, where you see benefit in doing so (typically within an hour
travel of your home).

Sales Advisor Requirements

• Essential
  – you must have experience in sales and regularly achieved or exceeded
  your individual KPIs / targets
• Essential
  – you must be comfortable undertaking business development activities to
  generate referrals, call previous clients and manage your own diary
• The
  business is regulated by the FCA, therefore they will complete an in-depth
  credit and criminal record check
• Full
  driving licence required

The Company

Long-established mutual society with heritage of over 140
years! They have over 3 million clients and rated 4.7 out of 5! They are keen
to continue building their team of nearly 200 Sales Advisors!

Sales Advisor Benefits

• Salary
  of £28,000 rising to £32,000 following passing Probation with Year 1 OTE
  of £45,000 and Year 2/3 OTE of £65,000+
• Benefits
  include uncapped monthly commission, company car, travel reimbursement and
  contributory pension of up to 10% and DIS (pension is based on total
  earnings)
• Home
  based role with most meetings undertaken via telephone or Teams, with some
  face-to-face meetings
• You
  must be comfortable undertaking some evening appointments (TOIL provided)
• 35
  hours per week, with autonomy to manage your diary / hours to maximise
  your performance
• Award
  winning point of sale system

Locations 

Kingston Upon Thames

Call us now on 0208 0044 154 or click Apply

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