Wealth Sales Consultant

Quilter; Southampton; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Southampton is seeking a Wealth Sales Consultant to manage accounts and drive new business opportunities. The ideal candidate will have strong telesales and relationship management skills, with a thorough understanding of the UK's financial products. Responsibilities include marketing products to assigned accounts, progressing sales opportunities, and collaborating with team members to enhance performance. This permanent position offers flexible working with core benefits including a pension plan and private medical insurance.

Benefits

26 days annual leave

Incentive scheme

Non-contributory pension scheme

Private medical insurance

Life assurance

Income protection

Qualifications

• 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.

Responsibilities

• Own a pre-defined panel of accounts and market Quilter products.
• Identify & progress sales opportunities for increased new business.
• Maintain accurate Management Information on accounts.

Skills

Telesales

Relationship management

Strong communication skills

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: Southampton, United Kingdom(we can consider homebased but would need to visit Southampton regularly) Some travel is also required in this role.

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

• You must have attained QCF level 4 to be considered for this role.

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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.

Life Assurance: 4x your salary.

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.