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Field Sales Financial Consultant
  • United Kingdom - Cardiff -
1 year ago
£ 24000 Per year
Consultant
Full-time, Permanent - Remote
Job Description

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

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 in the first year £37,000 rising to £43,000 in year two
  • Company Car
  • 4 x DIS
  • 20 days’ holiday rising to 25 over the first 5 years plus bank holidays
  • Annual sales incentives

Additional pay:

  • Bonus scheme

Benefits:

  • Company car
  • Work from home

Schedule:

  • Monday to Friday

Experience:

  • field sales: 1 year (Preferred)

License:

  • driving (Required)

Work remotely:

  • Yes

Required Knowledge, Skills, and Abilities
Previous sales experience would be advantageous, but not essential, as full training will be given. You must be able to demonstrate your high levels of customer service. Applicants should possess a good standard of education and a full driving license is essential, as the role is field-based travelling to clients’ homes.

Reference no: 26839

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