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 workProviding advice to new and existing clientsManaging and building relationships continuouslyDeveloping new business opportunities through internal and external channelsAchieving targets and team goalsAdhering to company policies and proceduresManaging local projects that support the team’s overall propositionAbout 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 benefitsCurrently hold or be working towards the QFA qualification, CFP, or Higher Diploma in Pensions Management leading to AIIPMStrong interpersonal skills for building and maintaining client relationshipsProven track record of meeting sales targetsUnderstanding of relevant regulatory requirementsExperience in generating leads from a corporate client baseAbility to build internal relationships with trust and credibilityExcellent presentation and communication skillsTeam player with a collaborative attitudeMinimum of 3 years’ industry experienceFull driver’s license
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