Job Opportunity: Financial Sales Expert
As a Financial Sales Expert, you will play a key role in driving revenue growth by meeting and exceeding targets across life, pension, and investment products. This is an exciting opportunity to join a reputable, client-focused firm with a strong national presence.
Key Responsibilities:
* Proactively drive revenue by meeting and exceeding targets.
* Conduct thorough fact-finding to identify and prioritise clients' financial needs.
* Deliver professional, compliant financial advice in line with regulatory standards.
Required Skills and Qualifications:
* QFA qualification is essential.
* Additional industry certifications (e.g. RPA, CFP) are a strong advantage.
* Proven ability to assess client needs and provide tailored financial solutions.
* A successful track record in financial sales - ideally in intermediary or direct-to-consumer channels.
Benefits:
* Competitive base salary with uncapped commission potential.
* Comprehensive training and ongoing professional development.
* A supportive and collaborative team environment.
* Opportunity to develop your career within the firm.
Key Requirements:
* A motivated, commercially minded individual with excellent communication skills.
* Highly proficient in Microsoft Office and familiar with ePOS and administration platforms.