Sales Operative - Financial Services

Howells Solutions Limited; United Kingdom; Remote; GBP 35,000 - 40,000; Full time

Job summary

An innovative firm is seeking a skilled Sales Advisor to enhance their membership base in the financial services sector. This full-time position is remote, allowing you to work from anywhere while engaging with key stakeholders, generating leads, and providing essential pensions information. The ideal candidate will possess excellent communication skills, a degree or equivalent education, and a proven track record in a regulated environment. Join a forward-thinking organization that values the strengths and skills of its team members, and contribute to meaningful growth in the financial services landscape.

Qualifications

• Experience in financial services and knowledge of police pensions is essential.
• Strong relationship-building skills with stakeholders and decision-makers.

Responsibilities

• Grow membership base and generate leads through effective relationship management.
• Provide pensions information and solutions for members approaching retirement.

Skills

Excellent communication skills

Self-starter

Passionate and enthusiastic

Proven track record in a regulated financial services environment

Experienced trainer and presenter

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:

1. Grow membership base through developing and sustaining solid relationships with stakeholders and work effectively with key decision makers at all levels.
2. Generate leads for prospective force presentations and events to build a presence within regional forces to champion the client's products.
3. Provide practical information and guidance regarding the technical and legislative aspects of Police and Police Staff pensions through in-person and virtual meetings.
4. Work with Marketing Team to plan and deliver promotional activity to generate new business leads.
5. Research and identify new business opportunities.
6. Organize your diary and travel commitments effectively and take responsibility for the wider Field Team calendar.
7. Maintain CRM system and ensure call trackers are kept up to date with inbound and outbound calls.
8. 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.
9. Support with other additional tasks as needed within your area of competence.

Essential and Desirable Criteria:

1. Excellent communication skills.
2. Self-starter - able to work on own initiative.
3. Passionate and enthusiastic.
4. Degree or equivalent education.
5. Financial services qualification.
6. Knowledge of police pensions.
7. Proven track record in a regulated financial services environment.
8. Experienced trainer and presenter.
9. 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.