Wealth Platform Prospecting Consultant

Quilter plc; Southampton; On-site; GBP 25,000 - 42,000; Full time

Benefits offered by this job

Holiday entitlement 26 days

Pension scheme

Private medical insurance

Life assurance

Income protection

Healthcare cash plan

Job summary

Quilter plc in Southampton is seeking a proactive Prospect and Engagement specialist to support growth in our sales team. You will drive outbound outreach to financial advisers, qualify leads and set appointments under the Head of Sales.

You will promote our Wealth Select solution, keep accurate CRM records, and build relationships with HoS, WMCs and WSCs to maximise market opportunities across the region. Experience in telesales or business development is preferred; knowledge of financial

Qualifications

• Familiarity with UK financial advice and platform markets desirable.
• Experience in telesales or business development preferred.
• Sales targets and pipeline management experience beneficial.
• Willingness to learn Quilter's products and adviser proposition.

Responsibilities

• Identify and deliver new quality platform supporters through engagement with adviser firms.
• Promote the Wealth Select solution and maintain CRM records for HoS, WMCs and WSCs.
• Develop relationships with panel and regional hubs to maximise market opportunities.
• Meet activity targets for outbound calls, appointments booked and pipeline generation.

Skills

Phone sales

Communication

Time management

Lead qualification

Prospect management

Outbound calling

Education

R01 / Level 4 Diploma

QCF Level 4

Tools

CRM system

Job description

Quilter plc in Southampton is seeking a proactive Prospect and Engagement specialist to support growth in our sales team. You will drive outbound outreach to financial advisers, qualify leads and set appointments under the Head of Sales.

You will promote our Wealth Select solution, keep accurate CRM records, and build relationships with HoS, WMCs and WSCs to maximise market opportunities across the region. Experience in telesales or business development is preferred; knowledge of financial