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Prestige IFA Jobs is pleased to announce its partnership with a distinguished Dubai-based wealth management firm that employs a disciplined, strategic approach rooted in principles of high-performance disciplines. The firm operates under a strict fiduciary standard, prioritizing transparency and a holistic planning philosophy embodied by its core focus on ‘Wealth, Wellness, and Legacy’.
They are currently looking for financial coordinators / BDM’s / BDA’s / Associate Assistants to assist their inhouse financial advisors.
These are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the offshore financial services (financial planning / investments / insurance) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
You will be working alongside a team of appointed Financial Advisers and your main job will be to help them to secure qualified appointments (meetings) through extensive networking and area-based client research.
MAIN RESPONSIBILITIES:
- Sourcing new prospects through all available mediums
- Contacting new prospects via telephone to introduce the business and arrange an appointment
- Ensuring all company provided leads are contacted as promptly as possible
- Ensuring all company provided leads are handled in the most suitable way
- Managing calendars and diaries to ensure meetings are arranged at suitable times
- Maintaining a relationship with the prospect though-out the sales process
- Following up with any third parties involved in our sales process, including but not limited to: Pension administrators, trustees, life companies
- Meeting all KPI’s to ensure all company minimum targets are exceeded
WHAT OUR CLIENT VALUES:
- Solid interest in building or furthering a career in Financial Services
- Those who are willing to learn – all their Wealth Managers must strive to be a minimum of level 4 qualified
- High quality professional communicators
- Success and target driven
- Positive self-motivators
- Want to be a part of a firm with exceptionally strong reputation and growing brand
REMUNERATION:
Basic salary of 6000 – 7000 AED plus between 20 to 25 % commission on each deal you generated.
FURTHER INFORMATION:
Candidates must speak Fluent English, have proven sales ability and an entrepreneurial mindset
Very Competitive remuneration with exceptional earnings for top achievers.
Please note: This position would typically suit experienced business development and tele sales type people. Only candidates with existing experience in financial telesales or a client-facing sales role (1+ year minimum experience) will be considered for this role. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.