Amazing Opportunity in Wealth Management. Ideal Contacts: Business Owners; Senior Execs; Wealthy Families and People Retiring.

Summary

We are looking for sales agents with good people or business contacts looking for Financial Advice. 

Owners of small businesses (2 directors, 2- 50 staff, turnover 750k to £12million)

Senior executives (Income >250k)

Wealthy families (Net worth £1million to £25m). 

Average Annual Order Values Business Owners: £30,000: Wealthy Families: £20,000; Senior Execs £15,000.


What kind of agent is suited to this opportunity?

Ideally, you will have a trusted black book of business owners and other contacts. You will need a good telephone manner & be able to ask the right questions and listen.

Agents don't need to be FCA approved, but they do need to act with integrity and uphold our good reputation and brand. 

Overview

  • Territory: United Kingdom
  • Agent type: Independent sales agent
  • Commission: 15.00%
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