Sales Executive (Financial Services)

Salary: £32000 Basic (£40-70K OTE Year1)

Locations: Remote

The Company

A Global Financial Services Organisation is currently recruiting for Financial Advisors / Sales Executives to join their existing team. The role involves managing a customer database, advising clients on a range of financial products 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, leading to a L1 Qualification in Financial Advice, basic salary of £28,000 to £32,000 (OTE £50 to £70k), plus excellent benefits package...