- 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
Back to searchYour 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:
Sales Executive - Pensions
NET Recruit
Posted 15 hours ago, valid for 5 days
London, Greater London EC1R 0WX
£48,000 - £57,600 per annum
Full Time
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Sonic Summary
- An experienced Sales Executive position is available within a high-profile national Financial Services business, focusing on their Pensions team and allowing for remote work.
- The role involves attracting business income by engaging with Financial Advice Intermediaries and achieving sales targets in an assigned territory.
- Candidates must have a successful sales background, ideally with experience working with IFAs/Brokers, and possess a good knowledge of insurance and financial services, particularly pension products.
- The potential starting salary for this position is up to £40,000, depending on relevant experience and skills, along with a strong holiday allowance and various benefits.
- Applicants should ideally have a minimum of QCF Level 4 qualification or a Certificate in Equity Release, with excellent communication skills and a good aptitude for technology.