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Training Insurance/ Financial Advisor

Location:
Manchester jobs , Lancashire jobs   
Salary:
25 000 OTE
Company:
Bold Moves
Job type:
Permanent jobs
Date posted:
23/11/2009 18:03
Job id:
45834383
Contact:
Byron Pillay
Ref:
Totaljobs/433 My

Are you looking to enter into the fast growing sector of finance?

Are you passionate about helping out others and giving them advice about their finances?

Looking for a change of career or new challenge?


If you answered yes and think that you got what it takes for the challenge then this is the perfect opportunity for you...

The Position

Based in branch, your individual responsibilities would be to maximize the sale of financial products.
The primary role will be to source new business as well as maximize on cross-selling Financial Products. Observance of all compliance requirements, administration in accordance with company policy and procedure,To provide high levels of customer service in line with Best Advice principles,Also to maintain levels of product knowledge,basic legislation and selling rules. Once an advisory role is obtained, you will be required to supervise trainee independent financial advisors.


Key Outputs :

· Financial sales.

· Income Protection and Home Insurance.

· Administration in accordance with company policy and procedure.

· Provision of high level of customer service in line with Best Advice principles.

· Maintain knowledge of products, legislation and selling rules



Experience & Qualifications

1.CeFa qualified

2.A strong team player

3.Dynamic and self motivated

4.Target/goal orientated



Package

Negotiable Realistic OTE up to £ 25 000

If you unfortunately do not hold the CeFa regulation, our Training Department can provide the necessary training,that is needed to obtain this qualification

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