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Financial Consultant (Hosp Doct), Surrey
- UK - Surrey
- £35000 - £40000 per annum
- Full-Time Permanent
- Financial Services - IFA
- Hays Insurance & Financial Services
- 02-12-08
Job Description
Established in 1841 this mutual society has gone from strength to strength over coming and adapting to different and vastly diverse financial markets during its history. The area that marks this society out is its absolute commitment to gaining and insight into its target markets and then creating bespoke services and products to suit the individual needs of that client group. The organisation is one of the UKs financially strongest life assurance companies with over 4 billion in funds under management. This financial strength is of great importance as it provides the capital needed to invest in strategic change to improve the efficiency and productivity of each Financial Consultant
An example of this ingenuity is the businesses restructure in 2005, which meant consultants were focused on one specific client group Hospital Doctors, GPs, Dentists, Lawyers or Teachers. Each consultant received industry leading extensive training to gain an insight and understanding into their client group and the issues faced by those professional. This has proven to be so successful that it was name the Life insurer of the year at the British Insurance Awards in 2008 in addition to winning Most Effective Customer Segmentation Strategy at the IFS Financial Innovation awards in 2007 and has increased new business 97% from last years normal operations
As well as innovative routes to market this financial institution has in its armoury some of the best performing financial products gathered from leading providers of Investments, Pension, Protection and Mortgages in the UK today, its own with profits fund has been ranked as the top performer for single premiums invested over 5 and 10 years and its Pensions Managed Fund appeared in the top5 for balanced managed funds for single premium invested over 10 and 15 years in the Money Management Individual Pensions Survey 2008
Salary £36854 + Car + 1/60 Final Salary Pension Scheme + Guarantee of 70% on provable earnings + uncapped performance bonus + Super Size Bonus which is (1st 5 Financial Consultant to write target and issue 88 policies get £10,000), (2nd 5 Financial Consultant to write target and issue 88 policies get £5,000) and (3rd 5 Financial Consultant to write target and issue 88 policies get £3,000)
The role is one of a Multi Tied financial planner offering Investment, Pensions, Protection and Mortgage Solutions to Hospital Doctors with salaries ranging for £40000 - £620,000 and their partners. It is based from home and as a result all office equipment will be provided including furniture, printer, scanner, broadband, laptop with full database access and mobile
You will get business from various sources, a portfolio of 300 active clients to manage, a portfolio of up to 500 British Medical Association members, a Pr team that networks through the hospital arranging events such as seminars, coffee mornings which you give a small presentation at
Target is £86,000 EVC which = 5 clients per week and sell 2.5 sales per week to achieve £60,000 OTE
Average earnings £60,000 Top performer earned £102,000
An example of this ingenuity is the businesses restructure in 2005, which meant consultants were focused on one specific client group Hospital Doctors, GPs, Dentists, Lawyers or Teachers. Each consultant received industry leading extensive training to gain an insight and understanding into their client group and the issues faced by those professional. This has proven to be so successful that it was name the Life insurer of the year at the British Insurance Awards in 2008 in addition to winning Most Effective Customer Segmentation Strategy at the IFS Financial Innovation awards in 2007 and has increased new business 97% from last years normal operations
As well as innovative routes to market this financial institution has in its armoury some of the best performing financial products gathered from leading providers of Investments, Pension, Protection and Mortgages in the UK today, its own with profits fund has been ranked as the top performer for single premiums invested over 5 and 10 years and its Pensions Managed Fund appeared in the top5 for balanced managed funds for single premium invested over 10 and 15 years in the Money Management Individual Pensions Survey 2008
Salary £36854 + Car + 1/60 Final Salary Pension Scheme + Guarantee of 70% on provable earnings + uncapped performance bonus + Super Size Bonus which is (1st 5 Financial Consultant to write target and issue 88 policies get £10,000), (2nd 5 Financial Consultant to write target and issue 88 policies get £5,000) and (3rd 5 Financial Consultant to write target and issue 88 policies get £3,000)
The role is one of a Multi Tied financial planner offering Investment, Pensions, Protection and Mortgage Solutions to Hospital Doctors with salaries ranging for £40000 - £620,000 and their partners. It is based from home and as a result all office equipment will be provided including furniture, printer, scanner, broadband, laptop with full database access and mobile
You will get business from various sources, a portfolio of 300 active clients to manage, a portfolio of up to 500 British Medical Association members, a Pr team that networks through the hospital arranging events such as seminars, coffee mornings which you give a small presentation at
Target is £86,000 EVC which = 5 clients per week and sell 2.5 sales per week to achieve £60,000 OTE
Average earnings £60,000 Top performer earned £102,000
- Barry Pendrill
- 188893
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