Investments Advisor (Isle of Wight, United Kingdom)

Investments Advisor (Isle of Wight, United Kingdom)

Our client is an international insurance and financial services firm which has established a truly global basis for operations.  They are currently looking to hire an Investments Advisor for their growing UK team.

The Investments Advisor is responsible for creating and maintaining relationships with prospective and existing clients, with the aim to ultimately generate new business sales income from inbound leads and referrals.

In this role, the Investments Advisor will take the time to understand the needs of the customer so that the best investment products can be proposed. The main targeted purpose of the Investments Advisor is to close sales and bring the sales process to a successful conclusion.

The Investments Advisor will also be a key contributor to the sales management team with regards to business strategy and development and will be expected to maintain a high level of product knowledge and business awareness.

With the support of the Director of Customer Services, the Investments Advisor will also be expected to develop their personal skills, experience and abilities so that they may continually improve and be considered for career progression.

Responsibilities

Relationship Management:
Establish, develop and maintain relationships with prospective and existing clients, internal colleagues and
external providers.

Consultative Selling:
Carry out customer analysis and deliver investment products and services that exceed their needs. Produce and present proposals and solutions that reflect the customers’ requirements whilst addressing objections and closing sales.

Strategic Management:
Ensuring company processes and procedures are followed in an efficient and effective manner.

Representation:
Promote and support the corporate visions, values and brand identity of our client by acting as an ambassador of
the company.

Qualifications

Consultative Selling:
Ability to uncover needs, present solutions and address objections whilst dealing with prospective and existing clients. Ability to deliver results by converting prospective sales. Ability to identify and develop sales opportunities.

Persuasive Communication:
Fluent in English with excellent interpersonal skills, both written and verbal. Ability to express ideas or facts
in a clear and persuasive manner to convince customers to use our client over competitors.

Planning and Organising:
Exceptional time management skills, energetic and highly skilled, with the ability to establish efficient and appropriate courses of action for yourself and your team, in order to accomplish goals.

Innovation:
Ability to generate ideas and solutions to problems, including new ways of working.

Information Technology:
Experience in using Microsoft applications, including Word, Excel, PowerPoint and Outlook.

Industry:
Experience working within Finance/Insurance/Financial Services/Investments/Brokering companies as a Customer Services Manager. Ability to develop existing knowledge of investment products and broking.