Field Sales Financial Consultant - Romford, United Kingdom - CleverHR

CleverHR
CleverHR
Verified Company
Romford, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
Our Client, boasting over 100 years of rich heritage offering families Financial Advice across the United Kingdom, seek a Consultant to join the business to cover Romford and Collier Row


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


Reporting to the Area Manager, you will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.


This will include advising clients on a range of financial products in their homes, including savings plans, insurance and protection policies.

An existing client base will be provided which you would develop and build upon with referrals and new members.

In addition, you will be required to carry out the following duties:

  • Service 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

About you

  • Previous sales and financial services experience would be advantageous,
  • You must be able to demonstrate your high levels of customer service.
  • Applicants should possess a good standard of education and a full driving licence is essential, as the role is fieldbased travelling to clients' homes.
  • Demonstrate good communication skills
  • Target driven
  • CV should show good length of service with employers

The Package

  • You will be provided with awardwinning training, a fully expensed company car, an openended bonus structure and enjoy excellent company benefits.
- £24,000 basic salary

  • Monthly bonuses; OTE £45,000
  • Company Car
  • 4 x DIS
  • 20 days' holiday rising to 25 over the first 5 years plus bank holidays
  • Annual sales incentives

Job Types:
Full-time, Permanent


Salary:
£24,000.00 per year


Benefits:


  • Company car
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Experience:

- field sales: 1 year (preferred)


Licence/Certification:

  • Driving Licence (required)

Work Location:
One location


Reference ID:
CR-1836
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