Note: The job is a remote job and is open to candidates in USA. Foresters Financial is a purpose-driven organization that helps everyday families achieve their financial goals. They are seeking a Financial Advisor to manage and build a customer database, primarily working with warm leads and existing clients via MS Teams.
Responsibilities
- Use sales expertise to help families and individuals achieve their financial goals
- Manage and build your own customer database, working mainly with warm leads and existing clients
- Book and complete a minimum of five customer appointments per day via MS Teams
Skills
- Strong, demonstrable sales experience
- An understanding of financial services (advantageous but not essential)
- Motivation to achieve targets and a strong drive to succeed
- Ability to build and maintain strong customer relationships via MS Teams
- Determination to close sales
- Excellent communication and rapport‑building skills
- A self‑starter mindset and the ability to work independently from home
- Working knowledge of MS Teams, Outlook, Excel, and Word
Benefits
- 25 days’ holiday plus bank holidays per annum
- 3 weeks of initial training, followed by 6 months of study to achieve CF1
- Pension scheme (you contribute 5%, the company contributes 10%)
- Life cover
- All travel costs covered when attending meetings
- Working hours are 35 per week, Monday to Friday, with some flexibility required.
Company Overview
Foresters Financial is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average working families. It was founded in 1874, and is headquartered in Bromley, England, GB, with a workforce of 201-500 employees. Its website is https://www.foresters.com/en-gb.