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19th Dec

Sales Executive

— Wealth Management and Financial Planning

Salary: £30,000 + Commission
Location: Clifton
Ref: 491B


£25,000 – 30,000 per annum  
Working within the Financial sector 
Clear progression opportunities within Wealth Management 
A Financial and Wealth Management company based in Bristol are looking for a Sales Executive join them initially on a fixed-term contract. With potential of growing up into a Financial Advisor. You will receive excellent benefits such as increased holiday allowance, health care and pension schemes.
What you’ll be doing:
  • Contacting existing customers to encourage referrals 
  • Following up warm leads to gain new business 
  • Securing appointments for Financial Advisors to complete Sales pitches 
  • Building and maintaining strong Clients relationships to continue business
  • Utilising the database of customers to win new business 
  • Managing accounts through the whole process and assisting with other services 
  • Working closely with the Field based Sales and Marketing team 
What experience you’ll require:  
  • Strong Business Development, Telesales or Account Management experience 
  • Ability to identify new sales opportunities and build lasting relationships 
  • Excellent IT skills including use of Microsoft Office packages 
  • Financial knowledge or interest is desirable but not a must 
What you’ll get in return for your talents:
A salary of £25,000 – 30,000 per annum, with excellent progression opportunities. You will be receiving benefits such as a personal health plan, pension scheme, holiday allowance and excellent death in service benefit. 
What to do next:
Click apply or contact “Shannon” for more information 
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