Summary: The Sales Advisor - Financial Services role 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 advisor will also collaborate with the marketing team to deliver promotional activities and maintain a CRM system. This is a full-time, permanent position with a competitive salary and benefits.

Key Responsibilities:

• Grow membership base through developing and sustaining relationships with stakeholders.
• Generate leads for prospective presentations and events to promote products.
• Provide information and guidance on Police and Police Staff pensions.
• 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 relationships within various Police associations to promote products.
• Support additional tasks as needed within the area of competence.

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): 40000

City: Bristol

Country: United Kingdom

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Finance