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SALES / ACCOUNT MANAGER FINANCIAL SERVICES

Posted 4 January by Juice Recruitment Ltd Ended

£30 - £35,000 per annum plus commission (OTE £45,000)

New opportunity for tenacious and results focussed individual to join agile Investments organisation in Bath.

This role is working within a team of account managers within a Sales function.

Remit is as follows -

  • To pro actively manage a portfolio of financial advisers and panels, working closely with a designated Business Development manager to maximise all revenue opportunities
  • To develop sales plans for key clients (adviser firms) and to identify areas where business / revenue opportunities can be maximised
  • To work collaboratively with the wider Sales and BDM team
  • To generate measurable growth within Adviser panels, by providing a value added solution (reviewed on quarterly basis)
  • To work with other internal teams to ensure a smooth on boarding process
  • To own / escalate issues where

You'll need to be self motivated and have a proven background in either a BDM or Sales role within professional services.

This could suit someone who is in a Life Business and Investment / Wealth management role/ product provider background or Wrap platform. Ideally you'll be familiar with Investment and pension products. You'll be working in a team and have a good degree of autonomy to set personal objectives. Good time management and written communication skills are essential.

Private healthcare, pension, gym membership and other benefits included.

Reference: 34135079

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