financial sales advisor

Metropolitan Capital Real Estate

Investment Property Sales AdvisorLocation: Abu Dhabi, UAE Company: Metropolitan Capital Real EstateAbout UsMetropolitan Capital Real Estate is a leading real estate brokerage in Abu Dhabi, specializing in premium investment properties, residential sales, and tailored advisory services. With a strong reputation for excellence and a client-first approach, we are expanding our team and seeking dynamic professionals to join us.Role OverviewAs an Investment Property Sales Advisor, you will be responsible for guiding clients through property investment opportunities in Abu Dhabi&rsquo;s thriving real estate market. You will build long-term relationships, provide expert advice, and deliver exceptional service to help clients achieve their investment goals.Key Responsibilities<ul><li>Identify and develop new business opportunities in the investment property sector.</li><li>Advise clients on property options, market trends, and investment strategies.</li><li>Conduct property viewings, negotiations, and closing of sales transactions.</li><li>Maintain up-to-date knowledge of Abu Dhabi&rsquo;s real estate market, regulations, and investment opportunities.</li><li>Build and manage a portfolio of clients, ensuring high levels of satisfaction and repeat business.</li><li>Collaborate with internal teams to deliver seamless client experiences.</li><li>Achieve and exceed individual and team sales targets.</li></ul>Qualifications &amp; Skills<ul><li>Proven experience in real estate sales, preferably in investment properties.</li><li>Strong knowledge of Abu Dhabi&rsquo;s property market and investment landscape.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Self-motivated, target-driven, and customer-focused.</li><li>Fluency in English is required; Arabic or other languages are an advantage.</li><li>UAE driving license preferred.</li></ul>What We Offer<ul><li>Competitive commission structure and performance incentives.</li><li>Access to exclusive property listings and developer partnerships.</li><li>Ongoing training and professional development.</li><li>Dynamic, supportive, and multicultural work environment.</li><li>Opportunity to grow with one of Abu Dhabi&rsquo;s most respected real estate firms.</li></ul>Job Type: Full-time

Investment Property Sales Advisor

FinRidge Commercial Brokers

At Finridge Commercial Brokers, We Pride Ourselves On Being One Of The Most Dependable And Trustworthy Banking Partners You Can Rely On. Our Top Priority Is Delivering An Exceptional Customer Experience By Tailoring Bespoke Financial Solutions That Cater To Your Individual Needs.We seeking for an experienced and dynamic Personal Finance Sales Officer to join our team.Responsibilities:- Actively prospect for new customers by identifying opportunities through various channels (direct visits, referrals and cold calls).- Promote and sell the banking products, explaining features, benefits, and eligibility criteria to potential customers- Build and maintain strong relationships with customers by providing tailored credit card solutions and personalized service.- Conduct market research to identify potential clients and their needs- Provide excellent customer service to clients.- Maintain confidentiality of customer information and bank&rsquo;s informationWhat we are offering :<ul><li>Competitive salary with performance-based incentives</li><li>Employment visa.</li><li>Medical Insurance package.</li></ul>Qualifications:<ul><li>A minimum of 6 Months of experience of managing banking products.</li><li>Minimum 1 years of in the banking sector.</li></ul>Job Type: Full-timePay: AED2,500.00 - AED5,000.00 per monthExperience:<ul><li>Sales: 1 year (Preferred)</li><li>Personal Finance: 1 year (Preferred)</li></ul>Location:<ul><li>Dubai (Preferred)</li></ul>

Personal Finance Sales Officer

SageSpring Wealth Partners

<div>SageSpring Wealth Partners is seeking a dynamic, proven sales professional for its newly created role of Advisor Sales Success Manager. This role requires a highly motivated professional with management experience developing and leading financial sales teams. The focus will be on the advancement of sales professionals at four defined internal phases of advisor growth and experience, who will provide investors with a broad range of products and services from the SageSpring platform. The role may be based in the firm&rsquo;s Franklin, TN headquarters or in Dallas, TX . 
 As a key member of SageSpring, the ADVISOR SALES SUCCESS MANAGER plays an integral role in growing the business through leadership and engagement of the firm&rsquo;s network of wealth advisors. The role will lead the firm&rsquo;s business development efforts by managing advisor performance, holding advisors to high standards, developing process, and ensuring consistent revenue growth in alignment with firm goals to move advisors from Phase I to 2, etc. within a defined period of time. S/he will build and manage a consistent lead follow-up and pipeline process that improves advisor productivity and conversion rates. This role provides structure, accountability, and real-time visibility into business development activities across teams. 
 
This role acts as a bridge between advisors and leadership, ensuring advisors have the support, insights, and business consulting they need to operate efficiently, grow sustainably, and 
 stay engaged with the firm&rsquo;s strategic direction. Additionally, this position will act a strategic partner and primary point of contact for sophisticated advisors (Phases 3 &amp; 4) and their teams by removing obstacles, aligning resources, and enabling continued growth. The ADVISOR SALES SUCCESS MANAGER will also increase leadership bandwidth by acting as the go-to contact for advisors, allowing firm leaders to focus on strategy and long-term initiatives while maintaining strong advisor relationships. 
 
The ADVISOR SALES SUCCESS MANAGER position requires a proactive approach and independent-minded individual to carry out the duties of the position effectively. The ideal candidate should exhibit a strong work ethic, excellent communication skills, good judgment, and a positive attitude. The ability to be well-organized, effectively communicate with all types of personalities, and consistently exercise good judgment is critical to this role. 
 
 
The Candidate will be responsible for the following, but not limited to: 
 
<ul><li>Meet and/or exceed the sales performance goals on both a quarterly and annual basis across all facets of the SageSpring&rsquo;s product and service platforms.</li><li>Build a strong, motivated sales culture that supports advisor retention and firm-wide growth objectives.</li><li>Elevate team performance through ongoing training, feedback, and performance management.</li><li>Lead and manage Phase 1 &amp; 2 advisors to the firm&rsquo;s activity and production standards.</li><li>Own and lead the mentees to the firm&rsquo;s way throughout their mentorship.</li><li>Improve visibility into the full sales funnel with clear reporting and performance metrics for data-driven decision-making.</li><li>Maximize marketing ROI by ensuring every inbound, referral, and campaign lead is efficiently qualified and followed through.</li><li>Remove obstacles and increase efficiency by acting as a concierge and centralizing problem-solving and communication, reducing escalations to leadership and accelerating</li></ul>
 resolution of advisor and team issues. 
<ul><li>Improve firm alignment and communication by serving as the conduit for firm initiatives, ensuring advisors receive timely, clear information, and leadership receives meaningful</li></ul>
 feedback from the field. 
<ul><li>Elevate advisor experience and retention by providing high-touch support and consulting that deepens advisor engagement, satisfaction, and loyalty to the firm.</li><li>Set sales support priorities/areas of focus for each year.</li><li>Lead the team to achieve designated customer satisfaction goals.</li><li>Ensure individual advisor and team growth objectives are met.</li><li>Active participation in screening, interviewing, and hiring of advisors.</li><li>Monitor advisors&rsquo; work through observing advisors in prospect and sales meetings, ongoing communication with advisors, and the capturing performance metrics.</li><li>Display a sense of urgency and focus toward results delivery, asset growth, and retention.</li><li>Set action plans to implement the vision and achieve company goals through challenging associate and team objectives.</li><li>Adhere to all compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interests of the client and SageSpring at all times.</li><li>Model and exhibit self-imposed high standards, integrity, and ethical behavior at all times.</li><li>Make high quality decisions in a timely manner by ensuring the right people, methods, and information are utilized.</li><li>Maintain a long-term perspective beyond the office and &ldquo;day-to-day&rdquo; that takes a longer-term, broader view of business decisions.</li><li>Build positive relationships with peers, business partners, and colleagues; design and implement strategies to ensure the office works effectively as a team.</li><li>Display awareness of personal development needs and accept and respond to feedback and coaching.</li></ul> 
 
The ideal candidate will possess the following competencies and attributes: 
 
<ul><li>7+ years of proven sales management experience required with a history of demonstrated growth and effectiveness.</li><li>Experience managing advisors at varying strategies of growth, particularly senior wealth advisors.</li><li>Strong knowledge of financial technology platforms, CRM systems, and custodial relationships.</li><li>Exceptional organizational skills with attention to detail and accuracy.</li><li>Ability to significantly grow a team of advisors, modifying procedures and managing staff as necessary.</li><li>Excellent communication and collaboration skills to work effectively with internal and external stakeholders.</li><li>High degree of personal integrity, honesty and ability to deal with confidential information on a daily basis &ndash; including any information team members share that should be</li></ul>
 considered confidential. 
<ul><li>Unimpeachable ethical standards with an innate ability to build trust.</li><li>Polished, articulate, confident, and driven professional with the ability to work with like-minded professionals in a results-oriented, fast-paced and growing environment.</li><li>CFP or other applicable industry designations a plus.</li><li>Bachelor&rsquo;s degree required.</li></ul> 
 
Competitive compensation will be offered. Details will be discussed at the appropriate time with interested, qualified candidates.</div>

Advisor Sales Success Manager

Premier Jobs UK Limited

This formidable sales opportunity is designed for highly ambitious individuals looking for high earnings with superb lead quality!If £75,000 earnings in year one, and £100,000 - £200,000 in year two excites you read on!You will be provided 10 - 12 hot leads per week for you to instantly act on!As a Protection Advisor, you will be supporting clients by reviewing their protection needs which includes, life insurance, critical illness, income protection, whole-of-life insurance and business protection.You will typically work with city professionals and HNW clients who are in the process of buying desirable properties.This is an office based job in Hammersmith, working in a large open plan office, with seminar room and roof terrace (perfect for end of week socials)Protection Advisor EarningsThis Protection Advisor job is self-employed, so you will need to invest in yourself. If you are willing to do this, the rewards are worth it!<ul><li>You will need to cover your financial commitments during the initial months</li><li>You will be making sales from week 3 onwards, but it takes time for it to land in your bank account</li><li>After 4 months, you should start to receive circa £1,000 - £3,000 per month into your bank account</li><li>Between 5 - 12 months, you should be earning circa £5,000+ per month</li><li>12 months onwards, you should be earning circa £8,000+</li><li>These earnings don't come without hard work, however if you are willing to give it your all, you will reap the rewards!</li></ul>Protection Advisor RequirementsThis Protection Advisor job is most suitable to individuals who are:<ul><li>Passionate about sales</li><li>Willing to learn and want to improve</li><li>Motivated by money</li><li>Professional attitude</li><li>Charismatic</li></ul>Ideally, you should be able to prove your targeted sales background. If you don't have a targeted sales background, you will need to explain why you are right for this jobYou will need your R05 prior to startingProtection Advisor Benefits<ul><li>Self-employed role with realistic Year 1 OTE of £75,000</li><li>Year 2 OTE of £100,000 - £200,000</li><li>Thereafter, genuinely uncapped with ability to be £250k - £500k+</li><li>We have closely supported this business since 2013 and are directly responsible for introducing 30% - 50% of their team and proven results!</li><li>Working hours 9am - 6pm Monday to Friday with need to work some evenings and Saturdays</li></ul>LocationsHammersmith, West LondonLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Protection Advisor

Are you keen to embark upon or take your career within Financial Services as an Insurance Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individualsThe business currently has 80 self-employed Advisors and plans to double in size within next 12 - 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed! You will be joining under an Area Manager who typically has 10 in their team, therefore will have time to support you!This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings.This role requires you to self-generate your leads and clients, so it is important you are proactive and willing to network, making use of your personal connections and communities. Your Area Manager will provide excellent coaching on how to market yourself effectively and win clients.Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so).Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. They have an excellent partner who delivers the training on the qualifications needed to upskill.In addition, the business runs quarterly conferences aimed at creating key opportunities for company wide training, team bonding and celebrating successes!Insurance Advisor Requirements<ul><li>You must have desire to enter financial services industry and develop your career as an Insurance Advisor</li><li>Individuals with either prior targeted sales or financial services sales experience would be preferred, but not essential</li><li>You must have good personal network you can draw upon to self-generate business</li><li>You must be motivated, proactive and willing to take this opportunity seriously</li><li>You must be committed to being self-employed</li></ul>The CompanyEstablished 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcountInsurance Advisor Benefits<ul><li>Self-employed role with uncapped earnings</li><li>Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income</li><li>Fully home based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end of year celebrations</li><li>Supportive team culture</li></ul>LocationsHome basedLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Insurance Advisor

Shiv Software

<div>
 
 
 Position: Associate Advisor
 
 
 
 
 Location: New City, NY
 
 
 
 
 
 
 Seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
 
 
 
 
 
 As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 Client Service &amp; Meeting Support
 
 
 <ul>
 <li>
 Assist the lead advisor with ongoing client relationship management.
 </li>
 <li>
 Prepare meeting agendas, financial reports, and follow-up summaries.
 </li>
 <li>
 Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
 </li>
 <li>
 Maintain accurate and compliant client records in CRM and financial planning software.
 </li>
 </ul>
 
 
 Financial Planning &amp; Investment Support
 
 
 <ul>
 <li>
 Help gather and analyze client data to build financial plans.
 </li>
 <li>
 Draft initial plan scenarios, cash-flow projections, and retirement analyses.
 </li>
 <li>
 Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).
 </li>
 </ul>
 
 
 Operational &amp; Administrative Support
 
 
 <ul>
 <li>
 Coordinate account openings, transfers, and custodian paperwork.
 </li>
 <li>
 Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
 </li>
 <li>
 Maintain excellent communication with clients through email and phone
 
 .
 
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Previous experience in financial services or wealth management strongly preferred.
 </li>
 <li>
 High attention to detail and strong organizational skills.
 </li>
 <li>
 Excellent communication skills (written and verbal).
 </li>
 <li>
 Ability to work in a fast-paced, client-focused environment.
 </li>
 <li>
 Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
 </li>
 <li>
 Interest in pursuing CFP&reg;, Series 65, or other industry licenses is a bonus.
 </li>
 </ul>
 
 
</div>

Associate Advisor

Investment Real Estate Sales AdvisorLocation: Abu Dhabi, UAE Company: Metropolitan Capital Real EstateAbout UsMetropolitan Capital Real Estate is a leading brokerage in Abu Dhabi, specializing in premium investment properties and luxury developments. With a reputation for excellence, integrity, and client-focused service, we connect investors and homeowners with the city&rsquo;s most sought-after real estate opportunities.Role OverviewAs an Investment Real Estate Sales Advisor, you will play a key role in guiding clients through Abu Dhabi&rsquo;s dynamic property market. You&rsquo;ll provide expert investment advice, build long-term relationships, and deliver exceptional service to help clients achieve their financial and lifestyle goals.Key Responsibilities<ul><li>Identify and develop new business opportunities in the investment property sector.</li><li>Advise clients on property options, market trends, and investment strategies.</li><li>Conduct property viewings, negotiations, and close transactions.</li><li>Maintain up-to-date knowledge of Abu Dhabi&rsquo;s real estate market, regulations, and investment opportunities.</li><li>Build and manage a portfolio of clients, ensuring satisfaction and repeat business.</li><li>Collaborate with internal teams to deliver seamless client experiences.</li><li>Consistently achieve and exceed sales targets.</li></ul>Qualifications &amp; Skills<ul><li>Proven experience in real estate sales, preferably in investment properties.</li><li>Strong knowledge of Abu Dhabi&rsquo;s property market.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Self-motivated, target-driven, and client-focused.</li><li>Fluency in English required; Arabic or other languages are an advantage.</li><li>UAE driving license preferred.</li></ul>What We Offer<ul><li>Competitive commission structure and performance incentives.</li><li>Access to exclusive property listings and developer partnerships.</li><li>Ongoing training and professional development.</li><li>Dynamic, multicultural, and supportive work environment.</li><li>Opportunity to grow with one of Abu Dhabi&rsquo;s most respected real estate firms.</li></ul>Job Type: Full-time

Investment Real Estate Sales Advisor

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