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Wealth Sales Consultant - IFA Sales

Posted 21 January by Specialist Financial Recruitment Limited Easy Apply Ended

A leading wealth management business in the UK and internationally, with an adviser and customer offering spanning: financial advice, platform-based wealth management and protection products, asset management solutions and discretionary investment management is seeking a Wealth Sales Consultant based in Hampshire to join its expanding team.

As the Wealth Sales Consultant your duties will include:

  • Building a good understanding of the panel accounts, their product mix and gaps and identify the key contact.
  • Undertaking a programme of marketing campaigns with accounts, maximising return.
  • Maintaining accurate Management Information on these accounts.
  • Keeping up to date on Old Mutual Wealth product developments and propositions.
  • Working with colleagues, proactively suggest ways to deliver an enhanced return.
  • Contributing to a strong and successful Adviser Sales Centre.
  • Supporting the Sales Development Manager as required.

To be a successful Wealth Sales Consultant you will have the following skills and experience:

  • Attained or working towards QCF Level 4 (desirable).
  • Demonstrate a good understanding of our clients 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 was written and verbal skills.
  • Experience of telesales and direct marketing is essential for this position.
  • Knowledge of Financial Services is essential for this position.

In return, you will receive a salary of 32,000 per annum salary DOE with an OTE of £45,000 per annum (and the potential to nearly double your basic with bonus). In addition, there is an excellent benefits package.

Required skills

  • Asset Management
  • Financial Services
  • Sales
  • Telephone Sales
  • Wealth Management

Reference: 33880963

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