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For Companies At a Glance
- Tasks: Help customers achieve their financial dreams with tailored advice and plans.
- Company: Join a leading insurance company dedicated to customer success.
- Benefits: Flexible hours, competitive earnings, and opportunities for personal growth.
- Why this job: Make a real difference in people's lives while building your own wealth.
- Qualifications: NQF Level 5 qualifications and strong consultative selling skills.
- Other info: Dynamic role with potential for career advancement in a thriving industry.
The predicted salary is between 36000 - 60000 £ per year.
A leading insurance company in the UK is seeking self-motivated individuals to champion customers' lifetime goals. The role requires you to identify financial needs, provide sound advice, and implement tailored financial plans. You will be responsible for procuring new business and expanding sales with existing customers.
The ideal candidate will possess NQF Level 5 qualifications and strong skills in consultative selling and customer relationships, with a focus on driving results in a competitive market.
Entrepreneurial Financial Adviser | Build Trust, Grow Wealth in Dundee employer: Old Mutual
Contact Detail:
Old Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Entrepreneurial Financial Adviser | Build Trust, Grow Wealth in Dundee
✨Tip Number 1
Network like a pro! Attend industry events, join online forums, and connect with other financial advisers. Building relationships can lead to referrals and new opportunities.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s blog posts or social media updates, let potential clients see what you can offer.
✨Tip Number 3
Practice your pitch! Role-play with friends or family to refine how you present your services. The more confident you are in your delivery, the more likely you are to win over clients.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job as an Entrepreneurial Financial Adviser. Let’s get you started on this exciting journey!
We think you need these skills to ace Entrepreneurial Financial Adviser | Build Trust, Grow Wealth in Dundee
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for helping customers achieve their financial goals shine through. We want to see that you’re not just looking for a job, but that you genuinely care about making a difference in people's lives.
Tailor Your Experience: Make sure to highlight your relevant experience in consultative selling and customer relationships. We love seeing how your past roles have prepared you for this position, so don’t hold back on sharing those success stories!
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key skills and achievements stand out. Remember, we’re looking for results-driven individuals!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Old Mutual
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies and insurance products. Being able to discuss these confidently will show that you're not just qualified but also passionate about helping clients achieve their goals.
✨Showcase Your Consultative Selling Skills
Prepare examples of how you've successfully identified customer needs in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses, demonstrating your ability to build relationships and drive results.
✨Research the Company
Dive into the company's values, mission, and recent news. Understanding their approach to customer service and financial advice will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare Questions for Them
Think of insightful questions to ask at the end of your interview. This could be about their approach to client relationships or how they support their advisers in achieving sales targets. It shows you're engaged and serious about the role.
