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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

W Mitchell, author of, It's Not What Happen To You, It's What You Do About It

 

Every time I sit in Frank's audience it’s like going to the bank - AND Making a Big Deposit. What do you need to learn to fatten your bank account?
W Mitchell, author of, It's Not What Happen To You, It's What You Do About It

Harold J. Kluit, Director of Revenue & Marketing

 

Last week I attended the presentation of Frank Furness and I just want to let you know that it turned out to be a super treat! This man was inspiring, fascinating, well informed and sharp. In addition to this he combined (in a very attractive & visual way!) all actual aspects regarding Sales followed by Marketing.
Harold J. Kluit, Director of Revenue & Marketing, Swissôtel Amsterdam

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

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

Dave Rogers, APSA, Singapore

 

Frank is one of the top sales presenters in the world and he delivered his high content, high impact, high value presentation with his usual eloquence, expertise, and enterprising nature
Dave Rogers, APSA, Singapore

Kevin Knebl, District Manage, ADP TotalSource, Colorado Springs

 

Your presentation at the May Denver meeting was amazing!  Thanks for all the great information.
Kevin Knebl, District Manage, ADP TotalSource, Colorado Springs

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

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

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

Stuart Thomson, MD of PIC, Dubai

 

After many years in the sales industry, it has been highly refreshing to find a professional who can rekindle the fire in our sales force. Frank's professionalism and knowledge of sales in my opinion cannot be equaled and since his motivational talk, there has been a dramatic increase in our sales figures.
Stuart Thomson, MD of PIC, Dubai

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