Description:

Reporting to the Directors, this role is responsible for expanding the range of services of the company including investments, pensions, mortgages and life policies, and to meet specific sales/revenue targets.

Responsibilities:-

* Promotion of the services offered by the company
* Identification and implementation of marketing opportunities
* Provision of advice on, and sale of, mortgage, investment, life assurance and pension products
* Attainment of specific sales targets
* Maintenance of accurate and up-to-date records
* Compliance with the relevant codes under both the AML and Investment Business Laws

Person specification:-

Candidates must be able to work in an efficient manner with minimal supervision, be able to demonstrate the ability to communicate effectively with clients and colleagues and be motivated to continue their professional development.

Preference will be given to candidates who hold, or who are working towards obtaining, a ‘Level 4’ qualification.

Ideally candidates should have experience in a sales related role.