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Field Sales Financial Consultant

£24000 - £24000 plus company car, laptop, mobile OTE 45k

Our Client, boasting over 100 years of rich heritage offering families Financial Advice across the United Kingdom, seek a Consultant to join the business to cover Chelmsford. 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, the ability to build rapport with customers and who has an appetite to develop a career within the financial industry.
The Role

  • Reporting to the Area Manager, you will be required to achieve regular sales of new business to attain individual and company sales objectives whilst providing ongoing quality customer service.
  • This will include advising clients on a range of financial products in their homes, including savings plans, insurance and protection policies.
  • An existing client base will be provided which you would develop and build upon with referrals and new members.
  • In addition, you will be required to carry out the following duties:
  • Service existing customers through regular reviews
  • Expand existing customer sales through these regular reviews
  • Expand the customer base through referrals and other direct sales techniques if  required
  • Attend regular meetings with the Area Manager and colleagues
  • Complete all documentation required by the Company
  • Act in accordance with the FCA Code of Conduct for Company Representatives
  • Work to a programme agreed with the Area Manager

About you

  • Previous sales experience would be advantageous,
  • You must be able to demonstrate your 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.
  • Demonstrate good communication skills
  • Target driven 
  • CV should show good length of service with employers


The Package

  • You will be provided with award-winning training, a fully expensed company car, an open-ended bonus structure and enjoy excellent company benefits.
  • £24,000 basic salary
  • Monthly bonuses; OTE £45,000
  • Company Car
  • 4 x DIS
  • 20 days’ holiday rising to 25 over the first 5 years plus bank holidays
  • Annual sales incentives
Employment type: 
Employed (Full Time)
Financial Planning
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