Private Client Sales Consultant

Location: Birmingham
 
Salary: To £50,000 + excellent bonus & benefits package

Job Code: SJP10006

E-mail:
steve.philcox@fusionsearch.co.uk

Job Description:

We are working on behalf of this prestigious national Employee Benefits / IFA arm of one of the UK’s leading firms of Consulting Actuaries.

 

In line with their corporate objectives to grow their private client business, they are now actively seeking to recruit additional high calibre Sales Consultants to join their Birmingham Operation.

 

The main areas of activity will include: 

  • Completing business plans and pro-actively achieving (exceeding) revenue sales targets – reviewing performance against objectives.
  • Networking with professional partners and introducers to identify private client and HNW opportunities
  • Developing financial advisory plans for prospective or existing clients, providing them with the appropriate financial advice and selling the appropriate financial products/services to meet their needs.
  • Conducting individual client consultations and on-going performance reviews.
  • Implementing Sales and Business Development initiatives to grow client base
  • Service existing clients and assisting other team members in developing client relationships
  • Participate in appraising, mentoring, coaching and motivating of other team members as required.
  • Ensuring compliance processes are followed to required timescales

With a strong commitment to growth and financial backing, this is an ideal opportunity to combine your creative and entrepreneurial skills, in developing and actively contributing to building our company reputation as a Top 10 IFA Consultancy, therefore this client is seeking professionals who are able to demonstrate the consistent ability to generate in excess of £200,000 pa, as well as having previous experience in advising private clients and HNW individuals.

 

In addition you will possess a proven track record gained within an IFA or Life company and ideally be part (or full) AFPC qualified, with the ability to build new business and establish successful client relationships.

 

In return, they will provide you with a competitive package, including private health cover, a non-contributory pension, life cover, permanent health cover, sales incentive related bonus scheme and a full social programme. 



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Fusion Search & Selection Ltd
E
: enquiries@fusionsearch.co.uk    W : www.fusionsearch.co.uk

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