Description
Outcomes of the Role
Generate new business for the Group from digitally sourced lead flow
Develop prospect relationships and fact find to support new business introductions
Assist prospective clients onboard onto Rathbones platform
Understand the Service and Propositions available within Group and be able to match the appropriate service to the enquiring prospects needs
Support performance of the team measured against a distinct and clear set of KPIs
Increase returns at each key metric stage
Support the drive growth of new clients and gross new money through digital marketing activity
Adhere to the regulatory requirements of the team – call listening and file reviews will be performed
Build relationships with external lead introducers
Knowledge, Skills and Experience
Experience in sales management role
Experience managing telephony-based sales teams and working within a targeted environment
Understanding of coaching models and how to drive individual performance whilst embedding positive morale and culture
Passion for coaching and sales delivery
Outstanding ability to think creatively, identify and resolve problems
Detailed understanding of the products and services Rathbones provide
Strong time management and prioritisation skills
Ability to develop and maintain positive working relationships
Strong communicator
Systems competence – demonstrates competence in using Company systems including Salesforce
Solid understanding of the regulatory and competitive environment in which we operate
Have experience working in a similar role in Financial Services, the Investment or Wealth Management industry
A strong commercial mindset with the ability to interrogate data and assess opportunities that will deliver value for both the company and clientsSellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years’ experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website
