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.