Financial Advisor

Burton Bolton & Rose Recruitment Services Ltd; Ruislip; On-site; GBP 25,000 - 40,000; Full time

Job summary

A dynamic recruitment service is seeking a motivated Financial Advisor to promote and sell a variety of insurance products. This role involves engaging with clients to determine their needs and providing exceptional service while maximizing sales opportunities. Ideal candidates will bring some sales experience and a passion for helping clients.

Qualifications

• Experience in sales is necessary.
• Excellent client service skills required.
• Strong communication skills beneficial.

Responsibilities

• Promoting various insurance products to clients.
• Managing client enquiries and providing service.
• Preparing and following up on quotations for clients.

Skills

Sales experience

Client service

Communication

Job description

If you have some sales experience and are looking for a new career direction then you really need to consider this position for an Financial Advisor.Some of your duties will include:

• Promoting the sale of a wide range of insurance products to clients
• Selling home, car, pet, travel and mobile phone insurance cover
• Managing incoming client enquiries and providing an excellent level of service
• Following up on sales leads in order to ascertain clients interest
• Establishing client needs and providing information and guidance on products provided
• Preparing quotations for clients and following these up to confirm clients requirements

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