Pension/financial services review leads
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- Proposals: 5
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- #60145
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Description
Experience Level: Intermediate
I am looking to get in front of business owners, sole traders, company directors/decision makers with a view to reviewing their existing pensions/investments/business protection/wills. I am an independent financial adviser based in Merseyside. I want to speak to people who have the willingness to sit down with a highly experienced IFA who wants advice in any of these areas. I am willing to travel to any area in the North West of England, so this job covers a wide geographical area. They may want to discuss setting up new pension arrangements or they may want to discuss an existing underperforming pension arrangement they already have.They may have exisiting ISAs/PEPs that is not making money or they may need to write a business or personal will.They may have an existing mortgage and want to review their arrangements to save money. I can help in any of these cases. I will pay £100 per qualified appointment and I am looking for two to three appointments per week. I will also pay an extra £100 if the appointment results in a sale. Therefore the potential monies to be earned is anything from £200 - £600 per week. I only want to see clients who have a genuine interest in sitting down with me, not anybody who has to be forced into an appointment.
IAN T.
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Last project
27 Apr 2024
United Kingdom
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