Note: The job is a remote job and is open to candidates in USA. Foresters Financial is a purpose-driven organization that helps everyday families achieve their financial goals. They are seeking a Financial Advisor to manage and build a customer database, primarily working with warm leads and existing clients through MS Teams.

Responsibilities

• Use your sales expertise to help families and individuals achieve their financial goals
• Manage and build your own customer database, working mainly with warm leads and existing clients
• Book and complete a minimum of five customer appointments per day via MS Teams

Skills

• Strong, demonstrable sales experience
• An understanding of financial services (advantageous but not essential)
• Motivation to achieve targets and a strong drive to succeed
• Ability to build and maintain strong customer relationships via MS Teams
• Determination to close sales
• Excellent communication and rapport‑building skills
• A self‑starter mindset and the ability to work independently from home
• Working knowledge of MS Teams, Outlook, Excel, and Word

Benefits

• 25 days’ holiday plus bank holidays per annum
• 3 weeks of initial training, followed by 6 months of study to achieve CF1
• Pension scheme (you contribute 5%, the company contributes 10%)
• Life cover
• All travel costs covered when attending meetings
• Working hours are 35 per week, Monday to Friday, with some flexibility required.
• You will manage your own diary and appointments

Company Overview