Provide a personalized retirement and financial planning experience for clients and their families. You will meet with existing and prospective clients to plan their financial future utilizing company technology and marketing support to expand business. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices to help you create your own success.
Remote work from anywhere in the world with guaranteed qualified meetings and flexible working hours. A respected, Swiss-regulated company with a strong reputation that offers no micromanagement and full professional autonomy. Commission-based earnings with lead generation costs covered, if you’re client-focused and self-motivated, we’d love to hear from you.
As a Mortgage and Protection Adviser you can expect to follow up leads from potential customers to convert into sales, source leads proactively from all available routes, and recommend the most suitable product to suit the customer's needs and priorities. You will need to assess customer affordability, achieve set individual targets, continuously develop market knowledge and maintain a pipeline.
Lead and grow our Financial services products. You will start by managing a Product Manager and a business development team that works on regulatory approvals. You’ll also work cross functionally with finance, marketing and operations teams to drive the growth and profitability of our financial services products.