Field based covering Scotland and Northern Ireland
Our financial services client is a product provider including With Profits funds which is where this BDM or RSM role as it called sits.
The role responsibilities include:-
*Deliver sales revenue through the sale of the With Profit Fund via IFA’s
*Develop "Business to Business" IFA relationships and feedback to help develop capability and approach, to support future customer growth.
*Develop, maintain and grow existing and new adviser relationships in person and digitally
*Develop and maintain key platform relationships with partner platforms.
*Deliver and own strong sales performance against stretching goals.
*Be responsible for conducting own business plan, as agreed National Sales Manager
*Be responsible for the production of MI reports as appropriate, for review with your line manager
We’re looking for:
*An essential is business development experience within the IFA Market
*A track record of sales success with the intermediary market
*Introducing existing relationships for the mutual benefit of all.
*Good understanding of the financial advice process, ideally level 4 qualified.
*Excellent interpersonal, influencing and communication skills.
*Understanding and experience of the UK with profit sector and the investment platform market.
Benefits:
In addition to the basic salary there’s a bonus scheme, car allowance (6k) plus a strong list of employee benefits