[Remote] Financial Advisor
Note: The job is a remote job and is open to candidates in USA. Foresters Financial is a purpose-driven organization that helps everyday families achieve their financial goals. They are seeking a Financial Advisor to manage and build a customer database, primarily working with warm leads and existing clients via MS Teams.
Responsibilities
- Use sales expertise to help families and individuals achieve their financial goals
- Manage and build your own customer database, working mainly with warm leads and existing clients
- Book and complete a minimum of five customer appointments per day via MS Teams
Skills
- Strong, demonstrable sales experience
- An understanding of financial services (advantageous but not essential)
- Motivation to achieve targets and a strong drive to succeed
- Ability to build and maintain strong customer relationships via MS Teams
- Determination to close sales
- Excellent communication and rapport‑building skills
- A self‑starter mindset and the ability to work independently from home
- Working knowledge of MS Teams, Outlook, Excel, and Word
Benefits
- 25 days’ holiday plus bank holidays per annum
- 3 weeks of initial training, followed by 6 months of study to achieve CF1
- Pension scheme (you contribute 5%, the company contributes 10%)
- Life cover
- All travel costs covered when attending meetings
- Working hours are 35 per week, Monday to Friday, with some flexibility required.
Company Overview