Job Description :
Position : Reports to Managing Director
Job Purpose Summary : To provide on-going logistical support to the Managing Director in the management of existing client relationships and developing new business opportunities.
You have previously worked in client-facing and in telesales and / or in appointment-making roles, preferably within the financial services (financial planning / investments / insurance) industry.
Outstanding, clear articulate English communication skills, both verbal and written, are the most important attributes of the successful candidates.
Personality : Self-driven, ambitious, energetic, results-oriented, willing to go the extra mile, ethical, with a positive outlook and a clear focus on driving goals.
A good empathic communicator well presented, businesslike and accountable. Able to get on with others and be a team-player.
Business and Selling Skills : Must be an excellent face-to-face, telephone and written communicator. Able to demonstrate success and experience at achieving genuine sales targets in financial services environment.
Organizational Skills : Must be accurate, numerate, able to prioritise work and ensure new business is processed quickly and efficiently.
Communication Skills : Must be able to communicate clearly with management and colleagues to ensure objectives are achieved.
Expected to take an active role at team meetings to progress common goals.
PLEASE NOTE :
Only candidates with existing experience in financial telesales / coordination (5+ year's experience) will be considered for this role.
Salary range £30K to £40K dependent on experience plus a performance related bonus.
After-sales, Business Development, Comprehensive Wealth Management