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Area Sales Manager / Protection and Financial advisor
Kalon Financial Ltd specializes in providing expert protection advice in Personal and Business financial protection, along with General Insurance. We focus on delivering bespoke solutions tailored to individual client needs and objectives, with an emphasis on building lasting relationships. Operating as an Appointed Representative of Openwork Ltd, one of the largest financial advice networks in the UK, we have access to top industry providers and resources. Despite being a small firm, our association with Openwork enables us to offer leading protection products to our clients.
Role Description
This is a full-time, self-employed, remote role for a Protection Specialist. In this role, the Protection Specialist will be responsible for advising clients on financial protection solutions, assessing client needs, and providing tailored recommendations. Day-to-day tasks include maintaining client relationships, conducting consultations, preparing protection plans, and staying updated on industry trends. The role also involves communication with clients and partners, and ensuring excellent customer service throughout the process.
Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:
* Flexibility around family and a good work/life balance.
* Excellent financial benefits, with scope for progression.
* Personal satisfaction and the opportunity to do something meaningful and rewarding
Qualifications
* Exceptional Customer Service skills
* Excellent written and verbal communication skills
* Ability to work both independently and as part of a team in a remote work environment
* Experience in a similar role within the financial services industry is a plus
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Part-time
Job function
* Job function
Sales and Business Development
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