Our Client is seeking a Telephone Based Broker Consultant to sell the company’s Wealth Management products and services over the phone to Independent Financial Adviser, working where appropriate with field based Broker Consultants.
You will be required to develop strong business relationships with IFA’s across the UK, understanding their needs and helping them to develop their business; additional responsibilities will include: -
Building, implementing and delivering an effective business plan for an agreed IFA portfolio.
Achieving and exceeding sales target, developing skills and knowledge to improve levels of performance.
Working with key contacts across the business, ensuring business plans are aligned & maximised.
Delivering projects to meet department/business objectives and client management.
Benefits:
This opportunity offers a generous basic salary and OTE circa £35,000 + per annum, depending on skills and experience.
A company pension scheme and comprehensive flexible benefits package.
The Company:
Our Client are experts in insurance and asset management. They believe in doing business in a fresh and relevant way‚ offering flexible solutions for their customers.
Nationally, our client occupies leading positions in its main markets: life insurance, health insurance and general insurance. Globally they are leaders in financial protection and wealth management, with major operations in Western Europe, North America and the Asia/Pacific area.
They serve 50 million customers throughout the world. In total, with approximately 117,000 employees and distributors worldwide, working in around fifty countries.
A leading and successful organisation, offering an excellent career with a future.
The Person:
Strong sales skills/experience and a track record of delivering sales targets.
A strong technical background in investment and pensions business.
Current knowledge of desired IFA market and competitor activity.
Strong planning and organisational skills.
Flexibility and adaptability.
Strong communication and influencing skills.
Self starting and proactive working attitude.
Proven relationship development & networking skills.
Knowledge of regulatory and legislative requirements within a sales environment.
Computer literate.
Professional Qualifications:
Financial Planning Certificate 1, 2 and 3 or equivalent, desirable but not essential.
Location
Bristol – Free Parking.
Footnote
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
