We are seeking a highly motivated and experienced Financial Sales Advisor to join a large, dynamic, and fast-paced office-based team.Find out if this opportunity is a good fit by reading all of the information that follows below.This is a permanent, full-time opportunity for a results-driven individual with a strong background in financial services and a proven ability to deliver exceptional client service.The successful candidate will manage a consistent flow of inbound financial enquiries generated through high-performing marketing channels.This role is well-suited to a candidate who thrives in a structured team environment, possesses excellent communication and organisational skills, and is focused on delivering commercially successful outcomes.Key Responsibilities: Provide high-quality Financial advice to prospective and existing clients via phone and email.Manage and progress applications in a compliant and timely manner.Maintain accurate records using CRM systems and internal platforms.Identify cross-selling opportunities in areas such as Mortgage, life insurance, pensions, and savings (training provided).Collaborate with internal administrative and support teams to ensure a seamless client experience.Candidate Requirements: Preferred qualifications APA L / QFA./ or Agreement to attend on-the-job training & study for QFA qualification Experience gained ideally within a brokerage
- Alternative sales experience will be considered..Strong interpersonal, negotiation, and closing skills.Proven track record in a sales-oriented environment.High attention to detail and ability to work independently and collaboratively.Benefits: Uncapped commission structure with significant earning potential.Structured support from an experienced and engaged office-based team.No weekend work (Monday to Friday schedule).
xsokbrcEmployee wellness programs and career development opportunities.