CV-Library
My client is seeking an experienced Advisor to provide professional protection advice and guidance following the Wealth Management sales process and within regulatory guidelines.
* To advise and arrange personal and business protection related products obtaining a full analysis of the clients’ needs and constructing an appropriate solution, reporting the recommendation standard.
* Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers.
* To engage with new leads and new customers efficiently and protectively. Review existing client’s circumstances and address as appropriate.
* Ensure that all associated administration is completed in an effective manner to meet the company’s record keeping and file quality standards.
* Develop appropriate business relationships and introducers within the area as well as developing current introducers and referrers.
* Deal courteously and efficiently with any matters concerning clients/introducers/lenders or other product providers.
* To be able to work to a target efficiently, maximising the potential of every lead.
* Review personal performance and maintain continuous professional development.
* Use the systems provided to generate competitive quotes for the customers.
* Close the sale, handling customer objections where appropriate.
* At all times operate within the FCA compliance requirements.
* Maintain an excellent level of data accuracy/integrity within our CRM system (Salesforce or FLG experience is desirable).
* To have a flexible approach to working hours to meet customer and business leads.
* To carry out other any adhoc tasks/responsibilities as set out by Management
The ideal candidate will:
* Be a self-starter, organise and structure time and priorities to meet the business and customer needs.
* Make yourself available to work outside normal office hours to meet the demands of the customer.
* Resilience to process/procedure change
* Maintain the highest level of professionalism.
* Meet and exceed sales expectations.
* Proactively approach customers to ensure their needs are met throughout the buying process.
* Ensure each clients’ needs have been evaluated and recommendations made.
Required skills:
* Evidence of strong client review scores (eg. Google reviews / VouchedFor etc)
* Farming an existing book of clients (Active / Live cases)
* Undertaking annual reviews
* Clients referred from business.
* CII R01 and RO5 qualified, otherwise will need to pass within 3 months of accepting offer.
To apply for this job please visit www.cv-library.co.uk.