Overview

This large well established Frendly Society/Insurance Company have a vacancy for a Financial/Mortgage Advisor in BRISTOL and the associated surrounding areas. A person with a successful face to face sales background would be an advantage. Financial Services qualifications are not required for this role but they would obviously be an advantage as it represents a great opportunity to earn a very good income and enjoy the likes of a large existing client base and company car with very good pension scheme and other rewards.
Role
Reporting to the Area Manager, after the substantial training course the Financial Adviser will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing on going quality customer service. This will include advising clients on a range of financial products in their homes or online depending what the client would prefer. A large existing client base will be provided which you would be expected to develop and build upon with referrals and new members.
In addition the Financial Adviser will carry out the following:
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Service existing customers through regular reviews.
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Expand existing customer sales through these regular reviews.
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Expand the customer base through referrals and other direct sales techniques if required.
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Attend regular meetings with the Area Manager and colleagues.
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Complete all documentation required by the Company.
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Act in accordance with the FCA Code of Conduct for Company Representatives.
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Work to a programme agreed with the Area Manager.
Previous sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings and investment plans.
In return the Financial Adviser will be provided with award winning training, fully expensed quality company car, open ended bonus structure and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales related rewards.

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