Financial Advisor - Kalon Financial - Birmingham

Salary not available. View on company website.

Sales & Marketing, Birches Green, Birmingham

Posted 1 week ago, 4 Jul | Get your application in now before you miss out!

Closing date: Closing date not specified

Job ref: be76c01dad984d47ba7e9af1d5df5697

Location ref: Birches Green, Birmingham

Company: Kalon Financial Ltd (An Appointed Representative of The Openwork Partnership), Client Consultation: Assess client financial situations to identify insurance gaps and protection needs.
Bespoke Advising: Recommend tailored packages spanning Life Insurance, Critical Illness, Income Protection, and General Insurance.
Client Engagement: Conduct meetings through face-to-face appointments, video chats
Business Generation: Cultivate prospective clients via marketing, network referrals, and relationship building.
Sales Administration: Process applications accurately, maintain secure client database files, Full Licensing: The firm sponsors and provides the necessary professional pathways to get qualified.
Infrastructure: Backing from one of the largest financial advice networks in the UK (The Openwork Partnership).
Flexibility: Complete freedom to arrange your own daily diary and manage your time.
Growth: Career paths to build and manage your own sub-adviser team .

Experience: None needed. Full training, industry mentorship, and resources are provided.
Driving Licence: A valid driving licence and access to a reliable vehicle are required for face-to-face client travel.
Communication: Good spoken and written English skills for a highly client-centric role.
Mindset: Ambitious, self-motivated, and disciplined enough to manage your own calendar and work independently.

https://www.jobs24.co.uk/job/financial-advisor-kalon-financial-birmingham-127071374