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International recruitment opportunities

The Market and Job Description

The position of International Financial Advisor is to market Financial services to expats living in various countries around the world. The advisor in most cases would be expected to relocate to the Country concerned.

Typical duties include the following:

Prospecting: This involves sourcing potential clients from various sources including cold calling, existing orphan clients, clubs and social activity, networking, swap meeting with other professionals, periodicals and magazines, developing centres of influence and marketing yourself.

Telephoning: This involves telephoning and setting up meetings with potential clients and confirming all appointments.

Initial interview: Establishing rapport and credibility, completing a fact finding needs analysis of the prospect's current situation and establishing priorities that are of concern. Setting up the next appointment.

Preparing proposals: Based on the prospect's needs, you would now research the financial market, prepare solutions and a proposal for the prospect at your office.

Third Interview: Occasionally the prospect wants to discuss the proposal with a spouse or partner and conduct a third meeting to close the sale.

Follow up: Submitting the business, following up with the client and delivery of documentation

Ongoing Service: Contacting your client at least once a year to review the portfolio

 

 

 

Your Typical Expatriate
SEX: Male (approx. 85%)
MARITAL STATUS: Married
AGE: 35 - 45 years
CHILDREN: Average 2.1
STATUS: Managerial/Technical/Professional
INDUSTRY: Doctors/Engineers/Construction/Banking/Finance Sales/Education/Catering/Airlines/Oil/Military Computer/Media/Government
INCOME: £50K - £150K+ (average £75K) (Often bonuses)
BENEFIT/PERKS: Tax-free or low tax rate on salary end of contract bonus. Accommodation/Servants, subsistence allowance. Car/chauffeur, Flights, School fees, Life cover, Medical cover
PROBLEMS: No pension, need for additional life cover, Family health care, continued/addition school/university fees. No regular tax efficient savings programmes. Family life cover
TERM OF CONTRACT: 2 - 10 years
LENGTH OF STAY: Over 60% 10 years + 40% No intention of returning home
INVESTMENT: Capital - £75K
SAVINGS CAPACITY: Income - £500 p.m.

 

The Market

All Nationalities c. 25 million
British Expatriates c. 8 million

(e.g. of the c. 1,750,000 residents in Brussels, 650,000 are foreigners, the Middle East has over 6 million expats)

Why expats need offshore financial services

  • Generally no fees
  • Service driven culture
  • Regular financial statements
  • Access to top international tax advisors
  • Experienced consultants
  • Normally cannot contribute to a pension in their home country
  • International Policy Holders Protection Act
  • Independent brokers (not tied to any one Company)
  • Only use Blue Chip companies
  • Offshore Insurance Companies based in Isle of Man, Jersey, Dublin, Luxembourg etc
  • Portability of products
  • Flexibility of offshore products

 

The Interview Process

  1. Prospective applicant submits CV
  2. First interview with Frank Furness
  3. Sales success profile completed
  4. Profile and interview analysed
  5. If positive ? information submitted to relevant company
  6. Second interview with an executive of the offshore company
  7. If positive, reference checks carried out
  8. If positive, contracts signed & attendance of training course

 

The Ideal Candidate
  • Age 28-50
  • Record of achievement (work/sport/academic)
  • Financially stable
  • Outgoing personality
  • Socially mobile
  • Leadership abilities (Office held in organisations such as Round Table)
  • Hard working
  • Self motivated
  • Team player
  • Loyal to Company
  • Honest & ethical
  • Recognition driven
  • Excellent communicator

 

Desirable but not essential
  • Past selling experience
  • University Graduate
  • Overseas exposure or experience

 

What the Company expects from you
  • Total commitment
  • Attendance and passing all training courses
  • Honesty & integrity
  • Loyalty
  • Personal development
  • Adherence to dress codes and company standards
  • Hard work

 

What you can expect from the Company
  • Initial airfare (most companies)
  • First month?s accommodation paid (most companies)
  • Comprehensive training
  • Management & Administrative support
  • Management career path for the right individual
  • Extensive product range
  • Top commission rates
  • Overseas conventions (most companies)

 

Countries where consultants are needed

AFRICA
Kenya click here
Botswana click here
Cairo click here

 

FAR EAST
Hong Kong click here
Japan Tokyo
Vietnam click here
China Shanghai
Singapore click here

 

Malaysia Kuala Lumpur
Philippines Manila

 

MIDDLE EAST
UAE Dubai
Kuwait click here
 

What Leaders are Saying

Jonathan Gerber, Managing Director—American Express & Seekers Travel South Africa

 

Your very accessible style made the information you shared with our team intelligible and easy to assimilate, and we still talk about the incredibly ‘simple’ approach you adopt to what is often considered the complicated process of doing business. Not without the elements of fun, your presentation was well targeted and well received, and we thank you for your insight and for presenting your ideas in a way that each delegate believed that they could take back with them, and move towards personal and professional growth and success

Jonathan Gerber, Managing Director—American Express & Seekers Travel South Africa

Anneke BRINKHUIS—European Association of Chemical Distributors (FECC) - Brussels

 

Thank you for a job well done in Budapest. You will no doubt be pleased to hear you were rated the top speaker out of the 18 speakers. In the comments section the respondents wrote the following: motivational, very good, and relevant to all and: “it underlined the importance of people in the organisation”.
Anneke BRINKHUIS—European Association of Chemical Distributors (FECC)  - Brussels

Paul du Toit, MD the Congruence Group

 

"Frank, congratulations on a great presentation on day 2 of the Dutch Convention in Amsterdam - the time always seems to whizz by when you're on stage, and your tips are always invaluable. If you had been given twice the time it probably would not have been enough. We need to get you to an upcoming convention in South Africa - and I believe nothing less than a pre-con would do you justice. Thanks and well done!"
Paul du Toit, MD the Congruence Group

Hans Poortvliet, Managing Director, HSMAI Nederland

 

While working on the details of our 2008 LEADERSHIP programme, Mr. Furness was suggested to us by various people. Were they ever right! After a brief, but very pleasant and ‘to the point’ telephone conversation, I was fully confident that Frank was definitely ‘our man’. Seen his extensive background in sales, we asked Mr. Furness to take care of the ‘HSMAI Leadership in Sales Event. Frank delivered that afternoon an upbeat, dynamic and cutting edge presentation on sales & marketing. Filled with humour, impressive facts, ‘speaking’ pictures and many, many practical ‘sales tools’. Afterwards he left the audience with several dedicated websites full of practical tools for their review and use. The feedback we got from our members was nothing less than superb! I therefore can only strongly advise any organization (looking for the ‘latest in sales & marketing’) to contact or even better: ‘secure’ Mr. Frank Furness for their programme.
Hans Poortvliet, Managing Director, HSMAI Nederland

Deborah Fox, Managing Director, Emerging Real Estate Ltd

 

A day of sales training with Frank Furness so inspired our sales team that six weeks on, and they are still enthusiastically employing his techniques.  Each sales person in the office has their goals pinned up in front of them and we have a huge poster in the office which says ‘Think Frank’.

Frank has changed the way we work – he has given us confidence to enjoy the sales pitch and to sell better and more effectively.
Deborah Fox, Managing Director, Emerging Real Estate Ltd

Alistair Altham, Group Marketing Director, Johnson Fry Securities Ltd, London

 

"What an excellent presentation. It was unanimously claimed as the best session any of the team had experienced. Everybody is charged up and my only challenge is to ensure that we carry through the great ideas you provided."
Alistair Altham, Group Marketing Director, Johnson Fry Securities Ltd, London

Ian Curran—MD THQ

 

Rome, - an offsite meeting with my reports -  heads of business from across the world, different nationalities, different backgrounds and different business areas. Frank conducted a half day session on day two of the three day meeting.
Frank is energised, motivated and engaging. There was no-one in the room who was not captivated by what he was saying. He had really prepared and tailored his material to fit into my required business outcomes. The whole morning was varied, interesting, moving, thought provoking and uplifting.
My team was left highly motivated for the business year ahead, driven, and armed with tools to help realise action plans. Testament to the impact of Frank’s session is that once back in the office, dealing with daily work issues, the team continues to pull on the resources and motivation gained from Frank.
I would highly recommend Frank – he is one of the best speakers I have ever had the opportunity to experience.
Ian Curran—MD THQ

Robert Bailey, President and CEO, Abacus International Pte Ltd

 

CEO level delegates attending the inaugural Abacus International Online Travel Leaders Retreat rated Frank Furness as one of the most appreciated contributors at the event held in Macau on 4-6 July 2008. His presentation not only provided thought provoking new perspectives for online Travel Agencies, the delegates attending felt that many of the tactics and techniques for online marketing could be implemented almost immediately. We greatly appreciated Frank's contribution to the Retreat and with its sound mix of robust thinking and practical advice and would welcome him as a presenter at our events in the future.

Robert Bailey,  President and CEO, Abacus International Pte Ltd

Paul Vittles, Director, ACNielsen Australia

 

“I’ve now seen Frank have an impact on three separate audiences from chief executives to people in their first sales role. He is always stimulating – with a great combination of practical sales knowledge, constant confidence-building, and an energizing presentational style”

Paul Vittles, Director, ACNielsen Australia

Ian Curran, MD THQ

 

Rome, April 2008, - an offsite meeting with my reports -  heads of business from across the world, different nationalities, different backgrounds and different business areas. Frank conducted a half day session on day two of the three day meeting.

Frank is energised, motivated and engaging. There was no-one in the room who was not captivated by what he was saying. He had really prepared and tailored his material to fit into my required business outcomes. The whole morning was varied, interesting, moving, thought provoking and uplifting.

My team was left highly motivated for the business year ahead, driven, and armed with tools to help realise action plans. Testament to the impact of Frank's session, is that once back in the office, dealing with daily work issues, the team continues to pull on the resources and motivation gained from Frank.

I would highly recommend Frank - he is one of the best speakers I have ever had the opportunity to experience.

Ian Curran, MD THQ

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