Investment Consultant


Title: Investment Consultant | OTE range £50K - £80K | Financial Services | Surrey

Industry: Sales

Role/Sector: Sales   |   Finance   |   Account management   |   Business development

Location: South London

Placement: Graduate job (permanent)

Salary: £35,000 (per annum)

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Information on the company

This company is part of the world’s first car leasing company funded by people for people established in 2012 as a unique business model. Our client bridges the gap in the market and provides investors with a way to fund brand new vehicles. For the car driver it means that they can lease a brand new car with a full manufacturer’s warranty, a service plan and breakdown cover for one affordable fixed monthly payment.

 

Unique opportunity to join a successful sales team as an Investment Consultant - looking for ambitious, goal driven and money motivated people with a minimum of 24 months + experience within sales.

You will work alongside experienced investment consultants as well as the founders and directors of the company to develop your sales skills to become a top performing and successful consultant for yourself and the company.

Head office based in Godstone, Surrey but please note- this role requires nationwide travelling in the UK.

Key Responsibilities:

  • Generating new business clients for the company.
  • Presenting the business nationwide in one to one or group settings.
  • Building external stakeholder relationships example Accountants, IFA’s etc.
  • Business Development
  • Prospecting a mixture of old and inbound data.
  • Attending training sessions
  • Collate new client information e.g. personal details, stock history, bank details etc
  • Write valuation reviews, client meeting notes and keep general correspondence up to date
  • Keep KYC details up to date
  • Research and produce answers to client queries
  • Check monthly / quarterly statements
  • Process client orders through STP

Key Requirements:

  • Degree level min 2:1 from a recognised University in the UK.
  • 24 months + experience within sales preferably financial or other intangibles.
  • Strong verbal and written communication skills
  • Strong presentation skills
  • Persistent in servicing leads
  • Closing experience
  • Ensure that all interactions with clients and third parties are conducted in an open and transparent manner
  • Be able to deliver excellent service –The company is 5 Star rated on Trust Pilot.
  • Personal Leadership & Teamwork
  • Embrace Change

Salary Structure:

  • Year 1 OTE - £45K
  • Year 2 OTE - £80K
  • Year 3 OTE - £100K+

The ideal candidate will want to take an active approach in progressing within their sales career. Full support and training will be given.

Apply for this role

applications@inspiringinterns.com