FINANCIAL / MORTGAGE ADVISER FOR BEDFORD & MILTON KEYNES AREA

www.topfinancialjobs.co.uk - Jobboard; Cambridgeshire and Peterborough; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Adviser to join their team. This role involves achieving sales targets while providing exceptional customer service to clients in their homes. You will have the opportunity to develop an existing client base and expand it through referrals and direct sales techniques. With award-winning training and a fully expensed company car, this position offers a competitive salary and excellent benefits. Top earners can expect to earn between £80k and £100k, alongside opportunities for overseas conventions and other rewards. If you're passionate about finance and sales, this is the perfect opportunity for you.

Benefits

Fully Expensed Company Car

Award Winning Training

Open Ended Bonus Structure

Life Assurance Policies

Savings and Investment Plans

Overseas Conventions

Sales Related Rewards

Qualifications

• Previous sales experience preferred, full training provided.
• Financial service experience and exams beneficial but not required.

Responsibilities

• Achieve sales of new business to meet individual and company objectives.
• Service existing customers and expand sales through reviews.

Skills

Sales Experience

Customer Service

Financial Product Knowledge

Education

Good Standard of Education

Job description

Role

Reporting to the Area Manager, the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of financial products in their homes. An existing client base will be provided which you would develop and build upon with referrals and new members.

In addition the Financial Adviser will carry out the following:

• Service a large list of 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.

Previous sales experience is preferred but not essential as 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.

In return the Financial Adviser will be provided with award winning training, fully expensed quality company car, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales related rewards.