Wealth Sales Consultant

Quilter plc; City of Westminster; Remote; GBP 30,000 - 45,000; Full time

Job summary

A financial services company is seeking a Wealth Sales Consultant to manage a panel of accounts and drive new business opportunities. The ideal candidate should have telesales experience, strong communication skills, and knowledge of the UK Platform market. This role offers competitive benefits and encourages a diverse and inclusive workplace.

Benefits

182 hours of holiday (26 days)

Incentive scheme participation

Non-contributory pension scheme

Private medical insurance

Life assurance (4x salary)

Income protection (75% after 26 weeks)

Qualifications

• Knowledge of the UK Platform market is preferred.
• Previous financial services telesales experience is preferred.
• Understanding of Quilter's key products and services is desirable.

Responsibilities

• Manage a panel of accounts effectively.
• Identify sales opportunities and undertake marketing campaigns.
• Collaborate with colleagues and contribute to team success.

Skills

Telesales and relationship management skills

Communication skills (written and oral)

Attention to detail

Education

QCF Level 4

Tools

Salesforce

Job description

About the Business

About the Role

Level: 4

Department: UK Distribution - Central Region

Location: Homebased, United Kingdom

Contract Type: Permanent

Regulated/Non-Regulated: Non-Regulated

Wealth Sales Consultants are a key part of UK Sales Distribution, responsible for managing a panel of accounts effectively, maximising opportunities for new business, and proactively contacting advice businesses to establish new relationships. The role also supports Strategic Relationships and sales and marketing campaigns. Success is measured by new business generated from these accounts and sales activity with new advice firms.

The Role of a Wealth Sales Consultant

A Wealth Sales Consultant owns a predefined panel of accounts, markets Quilter products, and supports company initiatives. Responsibilities include understanding account product mixes, identifying sales opportunities, undertaking marketing campaigns, maintaining accurate management information, staying updated on product developments, collaborating with colleagues, and contributing to team success. Achieving key performance objectives is essential.

About You

Knowledge

• Knowledge of the UK Platform market is preferred.
• Previous financial services telesales experience is preferred.
• Understanding of Quilter's key products and services is desirable.
• Knowledge of Salesforce or equivalent system is desirable.

Skills

• Proven telesales and relationship management skills.
• Ability to work with a wide network of colleagues.
• Strong communication skills (written and oral).
• Good attention to detail.

Experience

• Understanding of UK products and propositions.
• Track record of continuous personal development.
• Experience working as a team player in a telesales environment.

Qualifications

Attained QCF level 4

Inclusion & Diversity

We value diversity and promote inclusivity. We believe in equal opportunities, celebrating a diverse workforce, and creating a respectful environment where everyone can thrive.

Values

• Do the right thing: Act with integrity and go above and beyond for clients and communities.
• Always curious: Seek new ideas and knowledge to stay ahead of client needs.
• Embrace challenge: Aim high and transform potential into outcomes.
• Stronger together: Collaborate, listen, support, and make impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: Participation eligibility for performance incentives.
• Pension Scheme: Non-contributory, with options to increase via personal contributions.
• Private Medical Insurance: Single cover with options for family.
• Life Assurance: 4x salary.
• Income Protection: 75% of salary after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.