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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

Abi Doyle, Head of Group Marketing, The Premier Paper Group

 

Not only did you put on an excellent programme...people have been talking about you non-stop. But also for not acting the Prima Donna! You worked really hard and you got the message across.
Abi Doyle, Head of Group Marketing, The Premier Paper Group

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

Annick Devillard, Director, The Rooster

 

Thank you for making another inspiring talk – the feedback has been amazing, everybody loved listening to you.

Annick Devillard, Director, The Rooster

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

William J. Brunkhardt – President, Entrepreneurs Organisation -Kansas City

 

"EO-Kansas City was fortunate enough to have a long visit with Frank Furness recently. As president of the Chapter and one who attends EO events globally, I can honestly say that Frank's presentation is right on target. As entrepreneurs we must take advantage of the best time management technologies and services. Frank provides us a wealth of time management and cost saving techniques that we all can use.

Frank is charming, dynamic and full of energy... Clearly of EO calibre! I recommend him to any and all Chapters!
William J. Brunkhardt – President, Entrepreneurs Organisation -Kansas City

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

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

Jeff Travis, Chief Executive, Life Insurance Association, UK

 

"I thought that your talk at our Management Conference at Twickenham Stadium was absolutely tremendous."
Jeff Travis, Chief Executive, Life Insurance Association, UK

Carl French, Institute of Directors Herts Events Organiser

 

I found your talk full of exciting practical ideas delivered with infectious enthusiasm.  Everyone present must have been able to go out and increase their sales - provided they acted on something you said.

Carl French, Institute of Directors Herts Events Organiser

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

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