Financial Solutions Advisor
We are seeking ambitious professionals to work within our sales team. True Financial provides solutions for clients' financial needs including protection, pensions, savings & investments, mortgages, and personal financial planning.
* Actively identify sales opportunities from existing client portfolios and high-intent new customer inquiries, proposing suitable financial solutions.
* Deliver professional, compliant, and expert advice regarding identified needs and opportunities.
* Work to agreed targets and standards.
Requirements:
* QFA certification, CFP preferred.
* Excellent financial advisory sales skills.
* Deliver a high level of customer service via phone, email, web-meetings, face-to-face meetings.
Why Choose Us?
* High-intent customer inquiries delivered directly to your CRM.
* Employee benefits including Company Pension, DIS, and Income Protection.
* Employee Wellness Program.
* Competitive salary with uncapped commission and bonus.
* Full support from our Administration Department.
* Full training and support program.
* Fully supported development and education program.
* Broker Centre and CRM to assist with streamlining processes.