Financial Sales Advisor

Financial Sales Advisor

Are you a results-driven individual with a passion for building relationships and

driving growth? We're looking for a dynamic Financial Sales Advisor to expand our

market presence, acquire new customers, and nurture existing relationships within a

compliant framework. You'll be the face of our organization, championing our

services and products directly to external customers across agreed territories.

Your Impact

In this pivotal role, you'll be instrumental in both hunting for new business

opportunities and cultivating strong, long-term customer relationships. You'll

leverage your expertise to understand customer needs and present tailored solutions

from our diverse product range.

Beyond direct sales, you'll collaborate closely with our Territory Team, contributing to

their success by providing sales training, coaching, and skill development.

Key Responsibilities

and activity plan to ensure targets are met and workflows are optimized.

 Lead Generation & Acquisition: Proactively generate new leads and

expertly follow up on referrals to drive new customer acquisition.

 Relationship Management: Cultivate and manage a portfolio of introducers

to strengthen customer relationships and boost revenue.

 Customer Experience Enhancement: Continuously improve the customer

journey for both new and existing clients, increasing product uptake and

fostering long-term loyalty.

 Tailored Solutions: Understand and address customer product needs to

build enduring, customer-centric relationships with bespoke financial

solutions.

ensuring customers meet their financial arrangements in line with their goals.

 Operational Efficiency: Drive process improvements to maintain all

controllable costs within agreed budgets.

 Marketing & Sales Initiatives: Implement local marketing and sales

initiatives to maximize the return on investment for new products.

 Continuous Development: Commit to ongoing professional development

through feedback and self-reflection, ensuring your skills remain cutting-edge.

 Performance Alignment: Partner with the Territory Sales Manager to

establish a clear annual performance plan and achieve shared goals.

coaching, and Affinity scheme programs to ensure the team is fully equipped.

 Product Expertise: Ensure you and Field Advisors are consistently upskilled

on current and new product ranges to effectively present and sell to

customers.

ensuring a positive outcome.

What You'll Bring

demonstrating a deep understanding of financial policies, procedures, and

regulatory controls.

 Market Acumen: Strong awareness of competitors and market activity within

retail financial services.

 Proven Experience: Several years of demonstrated compliant experience in

retail finance sales and service.