IFA Sales BDM - 'at retirement' products

Specialist Financial Recruitment Limited
21 Nov 2016
06 Dec 2016
Contract Type
Full Time
Whether you're currently an IFA Sales Consultant, a Telephony Sales Consultant looking to develop into a field based sales role or a Financial Adviser wanting to move into intermediary sales, our client will give you the tools you need to have a successful and long-term career in IFA sales distribution. Our client is a privately owned business established for over 100 years. They are passionate about delivering results and core to that are their people. They believe in building talent and getting the best from their team, which means that the majority of the managers in their business are from internal promotions. Responsibilities: The Business Development Manager role involves selling 'at retirement' products to Financial Advisors throughout the East Midlands. You will be responsible for developing relationships with new and existing Advisors within your area and the day to day sales account management of specific intermediaries. Manage day-to-day relationships with IFA clients, developing a deep understanding of their business and long-term strategiesEngage Financial Advisors by promoting a range of 'at retirement' products favourably in order to generate sales.Identify, develop and maintain a network of appropriate contacts including new business acquisitionFollow a pre-defined sales process to ensure successful delivery of targetsSell within compliance and industry regulation guidelinesTrain and coach the Advisors that you contact to enable a full understanding of the sales propositionActively participate in regular client reviews to ensure delivery of agreed sales targets Qualifications: Ideally you will be minimum CF1 to CF5 qualified and working towards Level 4 diploma. You will possess excellent presentation and organisational skills and be highly pro-active. You should be motivated by targets and have excellent listening and questioning skills. With high personal energy and a passion for selling you will be resilient and able to overcome setbacks. You will have the ability to interpret data and results and identify actions accordingly. You will have a proven track record within a financial services sales environment and in meeting sales targets. You will be resilient, not fazed by initial rejections and able to overcome setbacks. A full UK driving licence is essential (with no more than 6 points or previous bans) as the package for this role includes a company car.

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