Sales Development Consultant Job in Reigate, Home Counties Uk
JOB PURPOSE:
- To develop effective relationships with allocated IFAs so as to produce new business.
- To undertake contact activities with the panel as a means to securing new business.
- To work with other parts of Sales and Marketing and the wider business in order to deliver the above.
KEY ACCOUNTABILITIES:
- To deliver the individual consultants sales target
- To take responsibility for the planning and management of the allocated panel of IFAs.
- To understand the IFA protection marketplace.
Sales:
- To secure sales from the allocated panel of IFAs.
- To develop ideas and support material for engaging with IFAs, including sales ideas to help them sell more protection business.
- means of improving sales.
Relationship Management:
- To follow the contact model for the account management of the allocated IFA firms.
- To record IFA information in a uniform and clear way so as to build IFA firm profiles.
- To work closely with others in the team and the wider Sales division so as to co-ordinate efforts and share ideas.
- To work with Customer Services to ensure the correct and smooth handover of tasks required by IFAs.
Markets:
- To understand the IFA protection market including the different IFA types, their distribution and business models.
- To keep up-to-date with market developments including knowledge of key competitors' propositions and activities.
PRINCIPAL SKILLS:
- To be able to engage IFAs and articulate views over the telephone or by email
- To closely manage and develop effective relationship with a number of IFAs
- To be organised in researching IFA sales, planning key discussion issues, scheduling calls, documenting conversations, escalating and resolving issues.
QUALIFICATION AND EXPERIENCE
- Account management experience within a financial services environment
- Experience of telephone selling, or selling life protection insurance with performance targets
- Completed CF1-5 to achieve the Certificate in Financial Planning; or willingness to achieve this within the required timeframe
November 20, 2008
• Tags: Home Counties Uk, Sales Development Consultant Job in Reigate • Posted in: General