£40,000 Per year
Undetermined
Undetermined
Bristol, England, United Kingdom
Summary: The role of Sales Advisor in Financial Services involves promoting membership growth and providing pensions information to clients, particularly those approaching retirement. The position requires building relationships with stakeholders and generating leads through various marketing channels. The ideal candidate will have a background in financial services and knowledge of police pensions, along with strong communication skills. This is a full-time, permanent position based in Bristol, England.
Key Responsibilities:
- Grow membership base through developing and sustaining solid relationships with stakeholders.
- Generate leads for prospective presentations and events to build a presence within regional forces.
- Provide practical information regarding Police and Police Staff pensions through meetings.
- Work with the Marketing Team to plan and deliver promotional activities.
- Research and identify new business opportunities.
- Organize diary and travel commitments effectively.
- Maintain CRM system and ensure call trackers are updated.
- Build strong relationships within various Police associations to promote products and services.
- Support with additional tasks as needed.
Key Skills:
- Excellent communication skills.
- Self-starter with the ability to work independently.
- Passionate and enthusiastic.
- Degree or equivalent education.
- Financial services qualification.
- Knowledge of police pensions.
- Proven track record in a regulated financial services environment.
- Experienced trainer and presenter.
- Would suit ex-Police Officers with financial services knowledge.
Salary (Rate): £40,000 yearly
City: Bristol
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
About Sales Advisor - Financial Services
Remote Full-time, Permanent
Salary: £35 - £40k
We are working with a leading savings and investment specialist to recruit a skilled and experienced Sales Advisor with financial services knowledge to join their team. It will be your responsibility to promote the growth of the Society through a membership-led contact strategy, promoting the client's services using multiple marketing channels, as well as through stakeholders. It will also be your duty to provide pensions information and solutions for members approaching retirement.
Duties
- Grow membership base through developing and sustaining solid relationships with stakeholders and work effectively with key decision makers at all levels.
- Generate leads for prospective force presentations and events to build a presence within regional forces to champion the client's products.
- Provide practical information and guidance regarding the technical and legislative aspects of Police and Police Staff pensions through in-person and virtual meetings.
- Work with Marketing Team to plan and deliver promotional activity to generate new business leads.
- Research and identify new business opportunities.
- Organize your diary and travel commitments effectively and take responsibility for the wider Field Team calendar.
- Maintain CRM system and ensure call trackers are kept up to date with inbound and out bound calls.
- Build strong relationship within the Police Federation, Superintendents' Association, NPCC, NARPO, XPS Administration, Equiniti, Trades Unions and other Staff Associations representatives within UK wide Police forces to promote the client's products and services.
- Support with other additional tasks as needed within your area of competence.
Essential and Desirable Criteria:
Benefits
- Excellent communication skills
- Self-starter - able to work on own initiative
- Passionate and enthusiastic
- Degree or equivalent education
- Financial services qualification.
- Knowledge of police pensions
- Proven track record in a regulated financial services environment.
- Experienced trainer and presenter
- Would suit ex Police Officers with financial services knowledge
Salary & Benefits:
You will be working for a modern, forward thinking business; that believes the strengths, skills and personalities of their people are the key to the groups success. This is a permanent, full time role for which you will receive a highly competitive salary + Benefits.
If you are interested, please apply online now, or call Paul on (phone number removed)!
Applications
If you feel that you have the relevant experience to be successful in this position and would like to find out more please apply online today attaching a copy of your current CV. Alternatively contact us on (phone number removed).
Howells are an Equal Opportunities employer. All applications will be dealt with in the strictest confidence. Howells acts as an Employment Business for the supply of temporary workers and an Employment Agency in relation to permanent vacancies.
Nice-to-have skills
- Marketing
- Financial Services
- Bristol, England
- Work experience
- Business Developer / Sales Development Representative (Key) Account Manager / Executive
- Languages
- English