Wealth Sales Consultant

Quilter plc; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Wealth Sales Consultant to manage a panel of accounts and maximize new business opportunities through proactive outreach and marketing initiatives. The successful candidate will have telesales experience and strong relationship management skills, contributing to business growth and overall team success. This position offers a flexible working environment and competitive benefits.

Benefits

26 days of holiday

Incentive scheme

Non-contributory pension scheme

Private medical insurance

Income protection

Qualifications

• Knowledge of UK Platform market preferred.
• Previous financial services telesales experience preferred.
• Good understanding of Quilter’s key products and services desirable.

Responsibilities

• Manage a panel of accounts and market Quilter products.
• Identify and progress sales opportunities in advising firms.
• Conduct marketing campaigns with accounts to maximize returns.

Skills

Telesales skills

Relationship management

Communication skills

Attention to detail

Education

QCF level 4

Tools

Salesforce

Job description

time left to apply End Date: August 30, 2025 (20 days left to apply)

job requisition id R4757

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 with responsibility for ensuring that a panel of accounts is managed effectively and opportunities for new business maximised & proactively contacting advice businesses to establish new business relationships.

The role will also support the work of Strategic Relationships where applicable and support sales and marketing campaigns. Success is measured by the amount of new business generated from these accounts, and business generated through your sales activity with new advice firms.

The Role of a Wealth Sales Consultant

A Wealth Sales Consultant will own a pre-defined panel of accounts and will market Quilter products to these accounts and others and support company initiatives.

• Build a good understanding of the panel accounts, their product mix and gaps and identify the key contact within each.
• Identify & progress sales opportunities for increased new business across supporting & current non-supporting advice firms.
• Undertake a programme of marketing campaigns with accounts, maximising return.
• Maintain accurate Management Information on these accounts
• Keep up to date on Quilter product developments and propositions.
• Work with colleagues, proactively suggesting ways to deliver an enhanced return.
• Contribute to a strong and successful WSC Team.
• Achievement of key performance objectives.

About You

Knowledge

• Knowledge of the UK Platform market is preferred.
• Previous financial services telesales experience is preferred.
• A good 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 preferred.
• Proven ability to work with a wide network of colleagues to achieve role aims is essential.
• Strong communication (written and oral) skills are essential.
• Good attention to detail is essential.

Experience

• A good understanding of the UK’s products and propositions, and a track record of continuous personal development.
• Strong experience of working as a team player in a telesales environment where overall team success is preferred.

Qualifications

• Attained QCF level 4

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Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

About Us

We create brighter financial futures for every generation.

We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

Flexible Working

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.

Our promise to you

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.