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Appointment setter – Dubai
UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international placements.
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.
They are currently looking for appointment makers / 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 social media mediums, liked LinkedIn
- 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
- 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