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Sales Executive - Pensions

NET Recruit
Posted 14 days ago, valid for 7 days
Location

London, Greater London EC1R 0WX

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A high-profile national Financial Services business is seeking an experienced Sales Executive to join their remote Pensions team.
  • The role involves working with Financial Advice Intermediaries to generate business income within an assigned territory, requiring a strong sales background and knowledge of pension products.
  • Applicants should ideally have a minimum of QCF Level 4 qualification or a Certificate in Equity Release, along with excellent communication skills and proficiency in CRM and Microsoft Office.
  • The position offers a starting salary of up to £40,000, a strong holiday allowance of 26 days, and various benefits including an outstanding pension contribution and performance-based bonuses.
  • This role provides ample opportunities for career progression and is supported by proactive training and management.
Your Company:An excellent opportunity has become available within a high-profile national Financial Services business, who are searching for an experienced Sales Executive to join their Pensions team working remotely. As an industry giant, this business has become a household name, providing services to both commercial and individual customers that cover a range of offerings within the insurance and financial services sector.This position will sit within the Pensions team, working on an assigned territory with the aim of attracting business income via dealing with Financial Advice Intermediaries to present the business offerings too them.Your Role and ResponsibilitiesWhile in this position your duties may include but are not limited to:
  • Proactively work towards sales targets and targeted business volumes within the assigned territory, collaborating with team members such as the Business Development Manager to achieve these targets
  • Having input into the business planning and financial objectives review
  • Delivering on KPIs such as call volumes, applications, quotations and business retention
  • Providing support to existing advisors and customer firms, ensuring attentive communication is maintained via a range of tools such as calls, video conferencing and WebEx to maintain a good business relationship
  • Increasing the volume of supporting advisors and firms in the territory
  • Ensuring that a strong working knowledge of the company offerings, market offerings from competitors and relevant sales knowledge and skills is maintained and updated at all times
  • Accurately keeping records and reports of customer interaction, sales development and pipeline
What you will need to Apply:To be considered for this opportunity, applicants must have a good knowledge of products and services within the insurance/financial services industry, including pension products and investment knowledge and have previously worked in this area. Applicants must have a successful sales background and will have ideally worked with IFAs/Brokers in the past. Excellent communication skills are required for this position, as well as the ability to apply and deliver technical information in an easy to understand and beneficial manner. A good aptitude for using computer systems and software including CRM packages, Microsoft Office and Outlook is essential. Ideally candidates will be QCF Level 4 qualified or have a Certificate in Equity Release.What you will get in Return:As the successful candidate, you will be granted a potential starting salary of up to £40,000 depending on previous relevant experience and skills. Alongside this there will be a strong holiday allowance of 26 days, with the opportunity for this to be increased with years of service and additional days can be bought or sold. As well as this, there will be an outstanding pension contribution, well above market rate, various insurance options including life insurance, private medical insurance and an employee assistance programme, as well as access to discounts across the business products. There will also be a sales related bonus based on personal performance. This will be a mostly remote working role.There will be ample opportunities for further progression and career growth, being supported by proactive and on the job training, and excellent management support, while working within a company that is prolific across the country.To enquire further about this position, please reach out to:Joshua Whitton - Recruitment PartnerM: E: 

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.