Wealth Sales Adviser - Southampton / M3

Basic to £30,000 + benefits + bonus - Sales
Ref: 70 Date Posted: Monday 14 Sep 2020
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Telephone Sales Consultant

Location:-               Southampton

Looking for the Wealth Sales Consultant to own a pre-defined panel of accounts and will market company products to these accounts and others and support company initiatives.

The Adviser Sales Centre is a key part of UK Sales with responsibility for ensuring that a panel of small or under-developed accounts is managed effectively and opportunities for new business maximised. The role will also support the work of Strategic Relationships where applicable and support sales and marketing campaigns. Success is measured by the amount of new business generated from these accounts and also the efficiency and effectiveness of issue management and customer service.

This position plays an essential role in the UK Investment Platform Business. This will provide the successful candidate with fantastic exposure across the business as a whole.

Key Responsibilities:

  • Build a good understanding of the panel accounts, their product mix and gaps and identify the key contact within each
  • Undertake a programme of marketing campaigns with accounts, maximising return
  • Maintain accurate Management Information on these accounts
  • Keep up to date on company product developments and propositions
  • Working with colleagues, proactively suggest ways to deliver an enhanced return
  • Contribute to a strong and successful Adviser Sales Centre
  • Support the Wealth Sales Development Manager as required

Qualifications required:

  • Attained or working towards QCF Level 4 (desirable)

Experience required:

  • Demonstrate a good understanding of the UK’s products and propositions, and ability to continually learn
  • Demonstrate strong relationship management skills and ability to resolve issues to the best mutual outcome
  • Strong contribution to working for the success of a team
  • Strong communication written and verbal skills
  • Desire to partake in a sales role
  • Experience of tele-sales and direct marketing is essential for this position
  • Knowledge of Financial Services is essential for this position

Please call David on 020 7101 2801 or email David on david@keillar.com 


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