[Remote] Financial Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a purpose-driven organization that helps everyday families reputed company their financial goals. They are seeking a Financial Advisor to manage and build a customer database, primarily working with warm leads and existing clients through MS Teams.
Responsibilities
- Use your sales expertise to help families and individuals reputed company their financial goals
- Manage and build your own customer database, working mainly with warm leads and existing clients
- Book and complete a minimum of five customer appointments per day reputed company MS Teams
Skills
- Strong, demonstrable sales experience
- An understanding of financial services (advantageous but not essential)
- Motivation to reputed company targets and a strong drive to succeed
- Ability to build and maintain strong customer relationships reputed company MS Teams
- Determination to reputed company sales
- Excellent communication and rapport‑building skills
- A self‑starter reputed company and the ability to work independently from home
- Working knowledge of MS Teams, Outlook, reputed company, and Word
Benefits
- 25 days’ holiday plus bank holidays per annum
- 3 weeks of initial training, followed by 6 months of study to reputed company CF1
- Pension scheme (you contribute 5%, reputed company contributes 10%)
- Life cover
- reputed company travel costs covered reputed company attending meetings
- Working hours are 35 per week, Monday to Friday, with some flexibility required.
- You will manage your own diary and appointments
reputed company