Financial Adviser (Non Diploma Level 4)
Liverpool £21,000 - £35,000 per annum, OTE Permanent, full-time My Client is a well-established Financial Services organisation, offering families Financial Advice across the United Kingdom, are seeking a full time Financial Adviser to join the business, to cover the Liverpool area. The business has worked with families for generations, developing a close bond with these clients based on high levels of trust, integrity and professionalism. This opportunity would suit a smart and presentable character with a proven track record in face to face sales, the ability to build rapport with customers and who has an appetite to develop a career within the financial industry. The role of the Financial Adviser will involve: - The individual does not need to have previous financial services experience, but should be from an experienced sales background (preferably field, not office based) and a proven track record Advising clients on a range of financial products in their homes, including savings plans, investments, pensions and protection policies Be "hunters" - good at generating their own leads or making their own appointments from client lists - Servicing an existing client bank through regular reviews whilst expanding existing customer sales through these regular reviews - Expanding the customer base through referrals and other direct sales techniques - Ideal applicants will have B2C sales experience. Be "farmers" - good at developing and building a relationship of trust with clients Attending regular meetings with the Area Manager and colleagues Previous sales experience would be advantageous, but not essential, as full initial training will be given You must be able to demonstrate your high levels of customer service. The ideal candidate for the Financial Adviser position must have:- A good standard of education A full driving licence is essential, as the role is field based travelling to clients’ homes A proven sales record in face to face sales. The successful applicant for the Financial Adviser role will enjoy a great package with the following benefit:- £21,000 basic salary Fully expensed Company Car 4 x DIS 20 days’ holiday rising to 25 over first 5 years plus bank holidays Annual sales incentives Initial residential training course. Still interested Forward me a copy of CV, we can then have a structured conversation to ascertain how we can move to the next step.