Sales Executive
Uxbridge, Middlesex
£30,000 + Commission + Pension
A dedicated Sales Executive is required to join a dynamic and dedicated team providing financial advice of the highest standard to a wide range of clients.
Some of your duties will include:
- Advising clients on lending, insurance and investment products that are on the market
- Meeting with clients to discuss and understand their financial situation and understand their needs
- Researching the financial market to find the best products and widest choice in line with clients requirements
- Preparing client proposals and explaining fully to clients the commitment before agreements are put in place
- Collecting premiums and fees from clients and recording details on internal accounts system
- Proactively managing new business enquiries and converting these into sales opportunities
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