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19th Dec
Sales Executive
— Wealth Management and Financial Planning
Description
• £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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