New Business Consultant Role Summary
The role of New Business Consultant involves working with prospective clients to provide consultancy services on pre and post-retirement products, protection and pensions.
Key Responsibilities:
* Meeting clients and generating leads through project work
* Providing advice to a new and existing client base
* Managing relationships and developing new business opportunities through internal and external channels
* Achieving agreed targets and team-based goals
* Ensuring adherence to company policies and procedures
* Managing local projects that contribute to the overall team proposition
About this Opportunity:
We offer an engaging environment where you can work with experienced professionals in our industry. The Employee Benefits and Financial Planning team emphasizes a high-quality, client-centric approach, enabling clients to make informed decisions. Each member of the team is valued and encouraged to develop their skills and education to provide professional advice to clients.
Requirements:
* Previous consultative financial planning or employee benefits experience
* Current QFA qualification or working towards Certified Financial Planner (CFP) or Higher Diploma in Pensions Management leading to AIIPM qualification
* Strong interpersonal skills with ability to build and maintain client relationships
* History of delivering on agreed sales targets
* Understanding of relevant regulatory requirements
* Background in generating leads from corporate client base
* Able to build strong internal relationships, trust and credibility
* Excellent presentation and communication skills
* Team player with focus on working as one team
* Minimum 3 years' experience in industry
* Possess full driver's license