- Collaborating with business development managers to achieve the area targets, to review financial objectives and have input into business planning
- Meeting and exceeding KPIs and targets to include quotations, call volumes, business retention and applications
- Providing consistent support for advisers and firms
- Utilising phone, WebEx and other video conferencing tools to present the company proposition to recipients
- Ideally QCF Level 4 qualified, or be in a position to work towards this
- Strong experience working in life, pensions, savings and retirement products
- Ideally knowledge of onshore bonds
- Possess excellent communication skills, particularly via the phone and video conferencing
- Able to apply technical knowledge to advisor/client scenarios
- Possess strong market knowledge
- Excellent computer literacy, including Microsoft Office and CRM systems