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Financial Advisor

£1 - £1
OTE £30000

Job Location

My client are a large Property company, located on the outskirts of Nottingham and are currently undergoing a rapid period of growth. Due to demand and to ensure they can meet needs of their clients, they are now seeking to recruit a Protection Advisor.

The purpose of the role is to provide appropriate compliant advise to provide clients with protection requirements. Consistently working to and exceeding sales targets as set by the Team Manager.

Duties to include;
§Contacting leads and converting to appointments/sales
§Converting appointments to applications
§Reviewing clients existing life policies and advising on the best solutions for the client’s specific scenarios.
§Identifying stand-alone protection opportunities
§Ensuring that all compliance requirements are met
§Generating income from alternative solutions through our 3rd parties, such as pensions, investments, and buildings and contents
The successful candidate;
§A attitude that will put the client’s needs first
§A self motivated and driven individual.
§Strong communication skills, both written and verbal
§Operational experience of business processes, procedures and systems
§A basic product knowledge
§Eye for details and excellent accuracy
§Ability to demonstrate great customer service skills
§Flexible and able to manage multiple tasks
The role is on a self-employed basis.