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Sales Operative - Financial Services. Job in Birmingham Education & Training Jobs

Howells Solutions Limited

Birmingham

Remote

GBP 35,000 - 40,000

Full time

14 days ago

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Job summary

An established industry player is seeking a skilled Sales Advisor to join their dynamic team. In this exciting remote role, you will leverage your financial services expertise to promote growth through a membership-led strategy. Your responsibilities will include building strong relationships with key stakeholders, providing valuable pensions information, and collaborating with the marketing team to generate new business leads. This position offers a competitive salary and the opportunity to work within a modern, forward-thinking organization that values the unique strengths of its employees. If you're passionate about making a difference in financial services, this role is perfect for you.

Qualifications

  • Proven track record in a regulated financial services environment.
  • Knowledge of police pensions is essential.

Responsibilities

  • Grow membership base and generate leads through stakeholder relationships.
  • Provide pensions information and solutions for members approaching retirement.

Skills

Communication Skills
Self-starter
Financial Services Knowledge
Training and Presentation Skills
Relationship Management

Education

Degree or Equivalent Education
Financial Services Qualification

Tools

CRM System

Job description

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 outbound calls.
  • Build strong relationships 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:

  • 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 group's 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.

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