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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

Jana Stansfield

 

Your program at NSA Colorado was incredibly helpful.  I have been singing your praises and marvelling that you would share that information so generously.
Jana Stansfield

Keith Millard, Chairman—The Executive Council

 

You provided the group with a wealth of ideas, techniques and practices to achieve greatly improved sales. The group greatly enjoyed the humour that threaded its way throughout your presentation without allowing this to turn the morning solely into entertainment. The focus on attitude and attributes of sales people, both in recruitment and ongoing performance was ideal for our group

Keith Millard, Chairman—The Executive Council

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

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.  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

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

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

Ben Bennett, CEO, Infinity, Thailand

 

"The highlight of the Infinity Financial Solutions Sales Seminar was unquestionably the session delivered by Frank Furness entitled ‘Successful Sales Consultancy’. Our Consultants have been buzzing since this session - as well as a vastly improved sense of team spirit, individuals have identified where they were going wrong and have adopted a back to basics approach that I am sure will deliver rewards immediately. We all can't wait for the next conference and look forward to getting even more value from Frank"

Ben Bennett, CEO, Infinity, Thailand

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

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

Clive Chappell - Sales & Marketing Manager, MFH Group Of Companies

 

Just a quick message to thank you for the seminar you presented last week in Leeds.The content was one of the best (if not the best) I have ever had the pleasure of listening to.
Clive Chappell -  Sales & Marketing Manager,  MFH Group Of Companies


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