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An established industry player is seeking a driven salesperson to join their Wealth Management team. This exciting role involves strategically targeting potential clients and introducing them to qualified Senior Financial Planners. The ideal candidate will enjoy the sales process and confidently engage with a diverse range of individuals. With full support for industry qualifications and a focus on continual learning, this position offers a unique opportunity to grow within a dynamic environment. If you are passionate about sales and ready to make an impact, this is the perfect chance to advance your career.
Are you a successful salesperson looking to build a career in Wealth Management? Then this is the job for you.
At Skybound, we consider that the Business Development team adds fundamental value to the overall success of the business, making this role an excellent opportunity for someone who is driven to achieve their goals.
The focus of the role is to strategically target potential clients, before outlining the Skybound proposition and introducing them to one of our qualified, Senior Financial Planners. This involves using a wide variety of sources to map both the corporate and socio-economic landscapes within the area you are focusing on.
With client prospecting, the successful candidate will be expected to approach potential clients by phone, email and occasionally in-person, therefore an enjoyment of the sales process and confidence in talking to a wide range of individuals is key for this position.
Skybound also provides full support through the exam process of a variety of industry relevant qualification routes, to keep in line with our vision and values of continually learning.