The Role:
You will be providing new business consultancy to prospective clients on a range of pre and post-retirement products, protection, and pensions.
Key Responsibilities:
* Meeting clients, generating leads, and managing project work
* Providing advice to new and existing clients
* Managing and building relationships continuously
* Developing new business opportunities through internal and external channels
* Achieving targets and team goals
* Adhering to company policies and procedures
* Managing local projects that support the team’s overall proposition
About this opportunity:
We offer an engaging environment working with industry-leading professionals. Our Employee Benefits and Financial Planning team emphasizes a high-quality, client-centric approach, helping clients make better decisions. Each team member is valued and encouraged to develop skills and education to provide professional, top-quality advice.
Requirements:
* Experience in consultative financial planning or employee benefits
* Currently hold or be working towards the QFA qualification, CFP, or Higher Diploma in Pensions Management leading to AIIPM
* Strong interpersonal skills for building and maintaining client relationships
* Proven track record of meeting sales targets
* Understanding of relevant regulatory requirements
* Experience in generating leads from a corporate client base
* Ability to build internal relationships with trust and credibility
* Excellent presentation and communication skills
* Team player with a collaborative attitude
* Minimum of 3 years’ industry experience
* Full driver’s license
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