Your Company:
An excellent opportunity has become available within a high-profile national Financial Services business, who are searching for an experienced Sales Executive to join their Pensions team working remotely. As an industry giant, this business has become a household name, providing services to both commercial and individual customers that cover a range of offerings within the insurance and financial services sector.
This position will sit within the Pensions team, working on an assigned territory with the aim of attracting business income via dealing with Financial Advice Intermediaries to present the business offerings too them.
Your Role and Responsibilities
While in this position your duties may include but are not limited to:
- Proactively work towards sales targets and targeted business volumes within the assigned territory, collaborating with team members such as the Business Development Manager to achieve these targets
- Having input into the business planning and financial objectives review
- Delivering on KPIs such as call volumes, applications, quotations and business retention
- Providing support to existing advisors and customer firms, ensuring attentive communication is maintained via a range of tools such as calls, video conferencing and WebEx to maintain a good business relationship
- Increasing the volume of supporting advisors and firms in the territory
- Ensuring that a strong working knowledge of the company offerings, market offerings from competitors and relevant sales knowledge and skills is maintained and updated at all times
- Accurately keeping records and reports of customer interaction, sales development and pipeline
What you will need to Apply:
To be considered for this opportunity, applicants must have a good knowledge of products and services within the insurance/financial services industry, including pension products and investment knowledge and have previously worked in this area. Applicants must have a successful sales background and will have ideally worked with IFAs/Brokers in the past. Excellent communication skills are required for this position, as well as the ability to apply and deliver technical information in an easy to understand and beneficial manner. A good aptitude for using computer systems and software including CRM packages, Microsoft Office and Outlook is essential. Ideally candidates will be QCF Level 4 qualified or have a Certificate in Equity Release.
What you will get in Return:
As the successful candidate, you will be granted a potential starting salary of up to £40,000 depending on previous relevant experience and skills.
Alongside this there will be a strong holiday allowance of 26 days, with the opportunity for this to be increased with years of service and additional days can be bought or sold. As well as this, there will be an outstanding pension contribution, well above market rate, various insurance options including life insurance, private medical insurance and an employee assistance programme, as well as access to discounts across the business products. There will also be a sales related bonus based on personal performance. This will be a mostly remote working role.
There will be ample opportunities for further progression and career growth, being supported by proactive and on the job training, and excellent management support, while working within a company that is prolific across the country.
To enquire further about this position, please reach out to:
Joshua Whitton - Recruitment Partner
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