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Our client is an experienced and established British ran company with a young team of highly qualified advisors. The company has an incredible business in Europe and is looking now for experienced coordinators for their brand new offices opening any day now in Portugal. Your first month you will be remote based (ie where-ever you are right now) to determine whether you have what it takes to be integrated as a financial coordinator in their Portugal office.
These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
REQUIREMENTS:
- Previous experience in a Business Development Manager role, preferably in financial services
- BDM’s for the Portugal office – first month will be remote
- Skilled in using Microsoft Office Suite
- Excellent communication and people skills
- Well developed negotiation skills
- Customer support experience
- Excellent time management and planning skills
- You are currently in a telesales or client-facing role: 1 year’s experience
- You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
- You speak in a clear English accent with preferably no other discernible accent
- You are highly organized
- Ability to make high volume of phone calls to prospects.
- Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
- Be very motivated with a can-do attitude
- Have lots of energy
- Be very friendly with a vivacious, outgoing personality
- Have a flawless work ethic
- Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role
INCENTIVES:
- Salary: 1800 EURO + 10% of commission on issued business per month
Our client will provide you with comprehensive training which will allow you to excel within your role as a financial coordinator / BDM.
Unique selling points:
- This role will also give you the opportunity to train to be a financial consultant should you wish to do so with the full support of the company.
- Exclusive partnership in the middle east with a leading UK fund manager with excellent track record and trail producing funds
- Aggressive expansion plans through the middle east , Europe and Far East giving strong career development prospects
- Full VISA / work permit sponsorship
- No office costs
- Clients rate the IFA company 9 out 10 stars on TrustPilot
MINIMUM REQUIREMENTS:
This position would best suit experienced UK / EU candidates as most of the consumers served by my client are typical Western expatriates. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role.