Branch Consultant, Leeds,Leeds,West Yorkshire

Category:
Banking, Finance
Type:
Permanent
Region:
West Yorkshire
Town:
Leeds
Locality:
Leeds
Salary Description:
Dependent on Experience
Posted:
02/05/2008

My client is looking to appoint a quality experienced Branch Consultant to provide excellent, timely and compliant financial advice to new and existing clients of their firm. The ideal candidate will be expected to produce agreed volumes of new life and pensions business per annum. They will have active clients that they will be able to bring to the company.

The successful candidate will be accountable for:

- Provision of expert, independent advice to the clients they are responsible for
- Maintaining excellent client relationships with existing clients
- Achieving new business sales targets agreed with Branch Head
- Developing their professional introducers business network

Objectives;

• To achieve agreed new business sales within 12 months

• To operate in a fully compliant manner

• To ensure they fully understand and implement changes communicated to them

• To continuously develop their industry awareness and their own professional knowledge

Good benefits offered. Looking to appoint quickly.

Job Ref:
Start Date:
ASAP
Contact Details:
Qualitas People Solutions
Tel: 0113 244 3070
Contact: Nisha Jethwa
Email: njethwa@qualitaspeople.com

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