Sales Executive (Financial Advisor)
Salary: £28 -32,000 Basic (£50-70K+ OTE Year 1), + Car or Car Allowance.
Homebased/Remote
Location: Bristol to Bradley Stoke
The Company
A Global Financial Services Organisation is currently recruiting for Sales Executives 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 £28,000 rising to £32,000 after probation (OTE £50k -£70k+) + car allowance plus other excellent benefits.