Independent Sales Consultant

Taylor Financial Recruitment Ltd; Les Ulis; Sur place; EUR 150 000 - 180 000; Plein temps

Résumé du poste

A global investment firm in France is seeking a Private Client Adviser. This role involves calling high-net-worth leads and meeting clients to build relationships and assets. Ideal candidates will have over 5 years in financial sales and be fluent in French. Competitive drive and exceptional communication skills are essential. A strong work ethic and professional integrity are also key to success in this entrepreneurial position.

Qualifications

• 5+ years’ experience in financial advising or sales.
• Fluent in French.

Responsabilités

• Call high-net-worth leads provided by the firm.
• Qualify and schedule appointments with potential clients.
• Meet prospective clients to gather new clients and assets.

Connaissances

Sales ability

Interpersonal communication

Competitive drive

Goal-oriented

Adaptability

Description du poste

1st Year 150k

2nd Year 180k

I'm currently working with a Global Investment Manager who are looking to grow their operations in France by onboarding a number of Senior Sales agents to the team. They are looking for individuals that are extremely passionate about sales, goal-orientated and have the desire to outperform all competition.

The primary responsibilities of the Private Client Adviser are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. Dedicated portfolio management and client service groups are primarily responsible for the transition and retention of client relationships, enabling salespeople to focus mainly on selling.

Key Responsibilities / Tasks

• Strong competitive drive; plays to win and has desire to be #1
• Goal-oriented and results-focused; “money is a measure of success” mentality
• Calculated risk-taker; willing to win-some, lose some
• Proven closer; outstanding sales ability with documented track record of success
• Optimistic outlook; sees opportunities not problems
• Persistence under adversity; accepts personal responsibility for failures and treats “losses” as learning opportunities
• High activity orientation and exceptional work ethic—live to work (rather than work to live) mentality
• Phenomenal interpersonal communication skills; is confident, dynamic and assertive
• Highly ethical and professional
• Focus on bringing on new private clients with liquid assets of more than 350,000 Euros

Key Qualifications / Experience

• 5+ years’ experience in a similar role as a financial advisor / private client sales / sales executive
• Fluent in French