Financial Sales

Posted 6 April by Taskmaster Easy Apply

Taskmaster are currently recruiting financial sales specialists for a company based in Peterborough.

This role offers a generous basic salary as well as fantastic commission potential.

Working hours are 9-5 mon-fri, with 1/5 days per week being a late shift of 12:00 - 20:00.

1 saturday in 6 is required.

This role is ideal for people with consistent sales ability who are looking to further their career in a very lucrative market.

The following criteria outline some of your responsibilites -

  • Respond to new enquiries in line with company expectations/guidelines
  • Produce quotes in line with set guidelines
  • Work with clients ensuring that they are fully informed prior to making a decision to commit to purchase our products/services. (Allocated fund sizes will vary dependant on experience and business requirements)
  • Successfully secure client commitment to purchase our products/services using our "state of the art" brokering system and efficient administration support
  • Referral of clients for advice to external affiliated IFA Companies
  • Respond to all customer correspondence whether by phone or email in a timely
  • manner ensuring that the highest standards of customer service are met
  • Ensure a polite, friendly, efficient and professional service is offered at all times
  • Constantly and proactively look forward to improve service through performance,
  • communications, procedures and systems
  • Take personal responsibility for your own product knowledge and development

The following skills are either preferred, or essential.

  • Exceptional and proven sales ability - Preferred
  • Knowledge of Outlook and sound knowledge of computer systems - Essential
  • Sound knowledge and experience of the pensions industry - Preferred
  • Awareness of the regulatory and legislative framework (FCA, DPA etc) - Preferred
  • Strong interpersonal skills - team player - Preferred
  • Excellent communication skills - Essential
  • Ability to establish effective relationships with customers at all levels - Essential
  • A strong focus on processes and controls - Preferred

Required skills

  • Financial Services
  • Pensions
  • Sales

Reference: 34846124

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