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Field Sales Financial Consultant, Liverpool (CR-1487)

£24000 - £37000 OTE plus car, pension and additional benefits

We are pleased to represent this financial services company who provide a range of savings, investment, and protection products. They help families and individuals reach their financial goals, protect their health and wealth, and improve local communities.

This well respected and long-established organisation are looking for a new Financial Adviser to join the firm and cover the Liverpool area.
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, who has the ability to build rapport with customers. If you are new to the industry you will need a real passion to develop a career within the financial services industry.
The Role
You will enjoy the autonomy of being home based and responsible for managing your daily activities and diary as well as being part of a successful team of Financial Advisers.
If you are from a sales background and have a genuine desire in providing financial advice to help families and individuals reach their financial goals, you will receive a basic salary of £24,000 plus have uncapped earning potential. Other benefits include a company car, life cover and a pension scheme which the company will contribute up to 10% of total earnings.
Some of the responsibilities include:
  • Service existing customers through regular reviews
  • Expand existing customer sales 
  • Expand the customer base through referrals and other direct sales techniques if required
  • Attend regular meetings with the Area Manager and fellow colleagues
  • Complete all documentation required by the Company
  • Act in accordance with the FCA Code of Conduct 
  • Work to a programme agreed with the Area Manager
About you
Previous sales experience would be advantageous, but not essential as full training will be given. You must be able to demonstrate high levels of customer service.
Applicants should possess a good standard of education and a full driving licence is essential, as the role is field-based travelling to clients’ homes. Professional and a desire to build a career within the industry is vital. 
If you require any further information please get in touch with Cat
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: