Financial Sales Advisor
Are you a results-driven individual with a passion for building relationships and
driving growth? We're looking for a dynamic Financial Sales Advisor to expand our
market presence, acquire new customers, and nurture existing relationships within a
compliant framework. You'll be the face of our organization, championing our
services and products directly to external customers across agreed territories.
Your Impact
In this pivotal role, you'll be instrumental in both hunting for new business
opportunities and cultivating strong, long-term customer relationships. You'll
leverage your expertise to understand customer needs and present tailored solutions
from our diverse product range.
Beyond direct sales, you'll collaborate closely with our Territory Team, contributing to
their success by providing sales training, coaching, and skill development.
Key Responsibilities
Strategic Sales & Service: Develop and execute an annual sales, service,
and activity plan to ensure targets are met and workflows are optimized.
Lead Generation & Acquisition: Proactively generate new leads and
expertly follow up on referrals to drive new customer acquisition.
Relationship Management: Cultivate and manage a portfolio of introducers
to strengthen customer relationships and boost revenue.
Customer Experience Enhancement: Continuously improve the customer
journey for both new and existing clients, increasing product uptake and
fostering long-term loyalty.
Tailored Solutions: Understand and address customer product needs to
build enduring, customer-centric relationships with bespoke financial
solutions.
Proactive Financial Guidance: Provide proactive and reactive support,
ensuring customers meet their financial arrangements in line with their goals.
Operational Efficiency: Drive process improvements to maintain all
controllable costs within agreed budgets.
Marketing & Sales Initiatives: Implement local marketing and sales
initiatives to maximize the return on investment for new products.
Continuous Development: Commit to ongoing professional development
through feedback and self-reflection, ensuring your skills remain cutting-edge.
Performance Alignment: Partner with the Territory Sales Manager to
establish a clear annual performance plan and achieve shared goals.
Team Development: Plan and deliver comprehensive Territory sales training,
coaching, and Affinity scheme programs to ensure the team is fully equipped.
Product Expertise: Ensure you and Field Advisors are consistently upskilled
on current and new product ranges to effectively present and sell to
customers.
Complaint Resolution: Efficiently manage and resolve customer complaints,
ensuring a positive outcome.
What You'll Bring
Full QFA Qualification: With all relevant CPD hours up-to-date,
demonstrating a deep understanding of financial policies, procedures, and
regulatory controls.
Full, Valid Driver's Licence: Essential for covering agreed territories.
Market Acumen: Strong awareness of competitors and market activity within
retail financial services.
Proven Experience: Several years of demonstrated compliant experience in
retail finance sales and service.
