This is a sales driven role
Experience (Essential):
- Must have worked in a client facing role within the Financial Services Industry for a minimum period of 10 years preferably as an IFA in the UK market.
- Must be Financial Services Level 4 qualified.
- Must be able to establish strong personal relationships with clients generating repeat business and referral work through successful follow up.
- Must have excellent sales and negotiation skills.
- Must have a strong track record in sales with an innate ability to convert prospects into paying customers.
- Must be able to develop strong intermediary relationships.
- Must be able to build a network of distribution partners (intermediaries) in sales territories that produce a strong stream of client referral work.
- Must have good planning and organisational skills.
- Must be able to formulate and execute sales and marketing strategies which deliver the desired sales outcomes.
- Must be able to communicate with senior management on a weekly basis on sales goals and sales revenue projections.
- Must be able to achieve or exceed quarterly and annual sales targets.
- Must be able to work closely with senior management to develop, drive and execute the Business Development Plans.
- Must be able to produce sales & marketing content.
- Assist with the preparation and execution of trading.
- Ad hoc tasks where the company requires.
Personal qualities:
- Ambitious, driven, energetic and results oriented.
- Excellent communication skills, well presented and professional.
- A team player who is prepared to assist colleagues and support the business where required.
- A self-starter, takes on responsibility, requires no supervision and is relentless in his pursuit of sales goals.
- A strong, hard-working individual who thrives when faced with challenges.
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