At a Glance
- Tasks: Prospect and develop new business clients while providing tailored financial solutions.
- Company: Award-winning financial services broker with a strong presence in Bahrain.
- Benefits: Competitive salary, visa sponsorship, medical cover, and ongoing training opportunities.
- Other info: Unlimited income potential and attractive sales incentives await you!
- Why this job: Join a dynamic team and make a real impact in clients' financial lives.
- Qualifications: Degree holder with 2-3 years in financial advisory; CII or CISI level 4 preferred.
The predicted salary is between 66000 - 66000 £ per year.
- £50k - £66k per annum Estimated
- London
Our client is one of the largest independent award-winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.
If you are NOT a financial services investment and/or insurance sales person, then this is not for you and please don’t apply.
They moved to new offices in Bahrain in December 2012.
As a well-established Insurance Brokerage, their client bank reflects Bahrain’s population, as does their team of established Financial Consultants – they serve clients in every community.
Operating from their prestigious offices in the Seef District, you will offer a full range of life insurance, savings and investment products to their clients, new and existing.
Further, you will be able to offer a full range of commercial insurance, employee benefits, and personal lines insurance, supported by a first-class administration team.
They are looking for experienced financial services advisers and consultants, ideally already operating in the Bahrain market, although we are prepared to help you to relocate to Bahrain.
You will speak English fluently and be able to mix in a variety of social settings.
Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs, and find the right solution for each customer.
- REQUIRED SKILLS
- Be customer service centric
- Be people focused
- Be great at planning
- Be good at negotiating
- Be great at networking
- Be a good communicator
- Have good time management skills
- Be a problem solver
- Have impeccable integrity
- Have excellent financial awareness
- Be results driven
- Be good at business Development
- Be focused on sales culture
- Be Ethical
- Have good judgement
- Have sound financial insight
RESPONSIBILITIES
- Prospects, develops, and closes new business clients
- Remain abreast of market, industry, and regulatory developments and develop a personal network to increase knowledge
- Arrange Client meetings and attend when required
- Resolve any escalated complaints and disputes that arise and manage good levels of client service
- Contact clients and arrange in-depth meetings with them to best understand their financial goals and aspirations, then generate a proposal to enable them to make an informed decision as to how they can achieve their financial goals
- Keep up-to-date files relating to dealings with customers.
- Identify the Client’s insurance and financial needs and offer advice on how best they can achieve these needs
- Increase short- and long-term persistency of the company book of policies
- Arrange regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met.
- Contact customers to make them aware of new financial and insurance products or changes to legislation that may affect their existing financial plans
- Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.
- Analyzing information and preparing plans best suited to individual clients’ requirements.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Liaising with head office and financial services providers.
- Communicating with other professionals, such as estate agents, solicitors, and accountants.
EDUCATION REQUIRED
- Degree holder.
- 2-3 Years of experience in an independent financial advisory capacity / Brokerage
- Chartered Insurance Institute or CISI level 4 financial services diploma qualification
- THE COMPANY OFFERS
- They provide security and career opportunities with unlimited income and fully funded back-office support
- Visa sponsorship, medical and Life cover are provided.
- This role also offers the opportunity to attend in-house training to become certified with the UK's Chartered Insurance Institute at no cost to the successful candidate.
- Continuous personal development facilitated by our Training and Development Team.
- Attractive sales incentives including international conventions are just some of the additional rewards available.
- TO BE CONSIDERED, YOU WILL NEED TO HAVE
- A persistent desire to succeed
- Relationship and networking ability
- A customer-centric attitude
- A flexible working style
- An existing client bank (preferable but not essential)
Please note: This position would typically suit experienced investment advisory candidates.
Experience working in the international wealth management or insurance business is preferred.
This position is NOT for someone from accounting/auditing financial management or any other profession.
This is a client-facing, sales and targets-driven profession leading from the front.
Please only apply if you have the required experience and credentials.
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Financial Sales Consultant (Visa Sponsorship Available) employer: Techwaka
Techwaka is an exceptional employer that prioritises employee growth and development, offering a supportive work culture where leadership and coaching are at the forefront. Located in Slough, UK, we provide competitive benefits including UK visa sponsorship and a pension, making it an ideal place for those seeking meaningful and rewarding employment in customer service.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Sales Consultant (Visa Sponsorship Available)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Techwaka. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Sales Consultant (Visa Sponsorship Available)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Techwaka.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Techwaka's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Techwaka
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Techwaka.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Techwaka will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Techwaka employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
