Financial Advisor (Non Diploma)
Executive Mandate Specification
Financial Advisor (Non Diploma)
Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote
Locations: Barry
The Company
A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial products in their homes and over video conferencing, servicing existing customers through regular reviews and expanding existing customer sales.
Key Responsibilities & Duties
· Achievement of agreed sales and operating objectives
· Carry out regular reviews with your customers
· Expand existing customer base through referrals and other agreed direct sales strategies
· Contribute at regular team meetings with the Area Manager and Financial Advisers
· Complete sales documentation using in-house computer systems
· Act in accordance with the company’s Code of Conduct for Financial Advisers
· Able to build and maintain strong customer relationships
· Sales background, previous experience in financial services would be advantageous, but not essential
The successful applicant will enjoy a great package with initial residential training course, basic salary of £24,000 (OTE £37,000 year 1; £43,000 year 2), car allowance plus other excellent benefits.
Job Types: Full-time, Permanent
Salary: £24,000.00-£50,000.00 per year
Benefits:
- Company pension
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Work Location: On the road
Reference ID: IRS/DG
Statutory Executive Benefits & Governance
- Executive Health, Vision & Dental Coverage with Global Provider Options
- Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
- Annual Discretionary Performance Incentive & Long-Term Equity Participation
- Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
- US Department of Labor & E-Verify Work Authorization Sponsorship