This employed, Sales Advisor in the Maidstone area is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances. You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Advisor, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families. In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action. This is a Sales Adviser job with majority of the financial advice being delivered via telephone or teams. Plus, some face-to-face meetings with clients, where you see benefit in doing so (typically within an hour travel of your home). Your patch will cover: Maidstone and surrounding areas During the induction course, our client will provide training and support for you to gain the CII R01 (Financial Services, Regulations and Ethics), an industry recognised qualification, with requirement for you to pass the multiple choice exam within 6 months of joining. Sales Adviser Requirements Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary