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- 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
- 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 clients
Sellick 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.
