Financial Advisor
7 days ago
**Financial Advisors - with RE5 Qualification and at least 3 years experience**
1. **Jobs Core Purpose**
To increase the sales of the Business by building trust and developing relationship with prospects through purposeful interactions and reliable follow up, which results in a consistent increase in new business.
2. W**hat a person needs to accomplish in the Role**
- Use professional sales activities to consistently engage with prospective clients in order to meet agreed sales targets
- Maximise conversion opportunities through consistent follow up of all proposals
- Maximise sales opportunities through upselling (including increasing quantities, sale of full product range)
- All sales are managed and processed in accordance with Company procedure so as to ensure that full value of the order can be filled
- **Key Competencies**
- **Experience & Skills**:
- Must have a valid drivers licence.
- Must have at least 3 years sales experience in the financial industry
- Must be able to demonstrate that you are able to bring in new business
- RE5 qualification
- Must be a professional sales person
- Must be able to engage with Business Owners and buyers both telephonically and in person.
Application Question(s):
- Must have your RE5 qualification - if you do not please don't apply
**Experience**:
- financial advisor: 3 years (required)
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