Hire staff

Financial Advisor - Kalon Financial - Watford

2 hours ago•7 views

No previous financial services experience is required to apply for the Protection Adviser position at Kalon Financial Ltd. The company provides full, comprehensive training and covers all necessary licensing for the role.
Job Overview
Position: Protection Adviser (Entry-Level / Trainee)
Company: Kalon Financial Ltd (An Appointed Representative of The Openwork Partnership)
Employment Type: Full-Time, Self-Employed (Commission Only)
Location: Remote / Hybrid (Requires travel for face-to-face client meetings)
Expected OTE Earnings: £36,000 – £60,000+ per year
Core Responsibilities
Client Consultation: Assess client financial situations to identify insurance gaps and protection needs.
Bespoke Advising: Recommend tailored packages spanning Life Insurance, Critical Illness, Income Protection, and General Insurance.
Client Engagement: Conduct meetings through face-to-face appointments, video chats
Business Generation: Cultivate prospective clients via marketing, network referrals, and relationship building.
Sales Administration: Process applications accurately, maintain secure client database files
Requirements & Qualifications
Experience: None needed. Full training, industry mentorship, and resources are provided.
Driving Licence: A valid driving licence and access to a reliable vehicle are required for face-to-face client travel.
Communication: Good spoken and written English skills for a highly client-centric role.
Mindset: Ambitious, self-motivated, and disciplined enough to manage your own calendar and work independently. 
What is Offered
Full Licensing: The firm sponsors and provides the necessary professional pathways to get qualified.
Infrastructure: Backing from one of the largest financial advice networks in the UK (The Openwork Partnership).
Flexibility: Complete freedom to arrange your own daily diary and manage your time.
Growth: Career paths to build and manage your own sub-adviser team .
Do you think you are our next protection adviser?