Financial Telesales Coordinator Remote

Website advisorjobs Caravel Global

Caravel Global is an experienced British owned IFA company. The company is looking for an experienced client relationship manger (also called BDM’s or financial coordinators) to work from home.

Coordinators are people who have previously worked in client-facing and in telesales and/or in appointment-making roles, preferably within the 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.


  • Assess client’s overall financial picture, understand their needs to develop a solid financial plan
  • Promote our client’s products and services portfolio
  • Strengthen relationships with our client’s customers


  • English First Language (Business level)
  • Previous experience in a Business Development Manager role in international financial services
  • Skilled in using Microsoft Office Suite
  • Excellent communication and people skills
  • Well developed negotiation skills
  • Customer support experience
  • Excellent time management and planning skills
  • You are currently in a telesales or client-facing role: 1 year’s experience
  • You have a crisp, clear and articulate English, Western-style phone manner: 1 year’s experience
  • You speak in a clear English accent with preferably no other discernible accent
  • You are highly organized
  • Ability to make high volume of phone calls to prospects.
  • Ability to proactively source leads, from the internet, from networking events to using social media and business networking sites
  • Be very motivated with a can-do attitude
  • Have lots of energy
  • Be very friendly with a vivacious, outgoing personality
  • Have a flawless work ethic
  • Have a proven ability to excel beyond targets and deadlines – which is essential to becoming successful in this role


An industry leading 40% of gross commission for the first 6  months on all closed business, UNCAPPED, with salary option after trial period.


Only candidates with existing experience in financial telesales experience (1+ year’s experience) will be considered for this role.

Please note: This position would typically suit experienced UK / EU / US / AU/ NZ  / ZA English first language speaking candidates as most of the consumers served by my client are typical EU, UK and other Western expatriates. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience.

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