Premier Jobs UK Limited
Leeds, UK
This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Financial Consultant job with majority of the financial advice being delivered via telephone or teams. Home Based Financial Consultant Requirements Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential - you must be comfortable undertaking business development activities to...