Company Description

Vanilla Financial is a growing Barbadian Independent Financial Advisory practice. We provide comprehensive personal financial planning advice to help our clients achieve their lifestyle , retirement and legacy goals. In addition we help them to protect themselves and their loved ones financially by recommending and brokering the most appropriate life, health, general and specialty insurance policies.  As part of our exciting growth plans we are looking to add suitably qualified members to our team.

The Opportunity

The Vanilla Financial Adviser Associate Training Program prepares ambitious self-starters to become Financial Advisers through mentorship by one of our Financial Advisers, intensive training and development. Our program will provide you with the tools, techniques and resources needed to create exceptional professional habits and build a sustainable client base. When you progress to be a Financial Adviser, you will be prepared to apply your knowledge and financial planning skills to provide clients with the solutions needed to achieve their goals.

Becoming a Financial Adviser with us will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.

Make a Difference While Accomplishing Work-Life Balance - As a Financial Adviser you will have the freedom to control your work schedule and the flexibility to achieve work-life balance as you manage your own business.

Build a Personally and Financially Rewarding Career – You have the potential to grow your business, care for your clients and meet your personal financial goals. 

To succeed, you’ll need the right combination of personal attributes:

Drive: As a Financial Adviser, you are entirely responsible for generating your own income. To succeed, you’ll need to be organized, focused and highly disciplined.

Resilience: You’ll work hard, struggle through slow periods and face tough challenges while building your business. You’re the kind of person who doesn’t give up — and knows you’ll get to where you want to be.

Accountability: There are no shortcuts to succeeding in this business, and you’ll need to be demanding of yourself. You’ll treat your clients properly, with consistency and care. You’ll be diligent in your work and in disclosing details your clients need to know.

Confidence: Successful Financial Advisers are comfortable talking with people. They can engage easily in conversation and confidently handle the challenges of running their own business.

Responsibilities

Complete the Training Program in personal finance, financial protection, estate and retirement planning principles.

Effectively source business prospects and employ client acquisition techniques.

Balance referral activities, customer follow-ups and administrative tasks.

Comply with all regulatory requirements, including licensing and registrations.

Meet pre-determined activity goals as outlined in training program.

Requirements

• Holder of at least an Associate Degree and 3 years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business –related fields.
• Exemplary communication, presentation, time-management and organizational     skills.
• Talented at networking with businesses and personal communities.
• Successful completion of background check and pre-employment assessments.
• Successful completion IIFS and COP exams within the time frame agreed upon.
• Enrollment in an approved Financial Planning course of study.