Wealth Sales Consultant – UK Accounts Growth

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

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.