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For Companies At a Glance
- Tasks: Manage accounts, identify sales opportunities, and support marketing campaigns.
- Company: Quilter is a leading financial services company focused on delivering innovative solutions.
- Benefits: Enjoy flexible working, a generous holiday allowance, and a comprehensive benefits package.
- Why this job: Join a dynamic team, make an impact, and grow your career in a supportive environment.
- Qualifications: Experience in telesales and knowledge of the UK platform market preferred.
- Other info: This role is home-based, offering flexibility and work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
About the Business
About the Role
Level: 4
Department: UK Distribution -Central Region
Location: Homebased, United Kingdom
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
Wealth Sales Consultants are a key part of UK Sales Distribution with responsibility for ensuring that a panel of accounts is managed effectively and opportunities for new business maximised & proactively contacting advice businesses to establish new business relationships.
The role will also support the work of Strategic Relationships where applicable and support sales and marketing campaigns. Success is measured by the amount of new business generated from these accounts, and business generated through your sales activity with new advice firms.
The Role of a Wealth Sales Consultant
A Wealth Sales Consultant will own a pre-defined panel of accounts and will market Quilter products to these accounts and others and support company initiatives.
- Build a good understanding of the panel accounts, their product mix and gaps and identify the key contact within each.
- Identify & progress sales opportunities for increased new business across supporting & current non-supporting advice firms.
- Undertake a programme of marketing campaigns with accounts, maximising return.
- Maintain accurate Management Information on these accounts
- Keep up to date on Quilter product developments and propositions.
- Work with colleagues, proactively suggesting ways to deliver an enhanced return.
- Contribute to a strong and successful WSC Team.
- Achievement of key performance objectives.
About You
Knowledge
- Knowledge of the UK Platform market is preferred.
- Previous financial services telesales experience is preferred.
- A good understanding of Quilter's key products and services is desirable.
- Knowledge of Salesforce or equivalent system is desirable.
Skills
- Proven telesales and relationship management skills preferred.
- Proven ability to work with a wide network of colleagues to achieve role aims is essential.
- Strong communication (written and oral) skills are essential.
- Good attention to detail is essential.
Experience
- A good understanding of the UK's products and propositions, and a track record of continuous personal development.
- Strong experience of working as a team player in a telesales environment where overall team success is preferred.
Qualifications
- Attained QCF level 4
#LI-IC1
#LI-remote
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we're one step ahead of our clients' needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
Holiday: 182 hours (26 days)
Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
Life Assurance: 4x your salary.
Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
Healthcare Cash Plan: Jersey employees only
In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
Wealth Sales Consultant - Quilter employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Sales Consultant - Quilter
✨Tip Number 1
Familiarise yourself with Quilter's products and services. Understanding their offerings will not only help you in conversations but also demonstrate your genuine interest in the role during networking opportunities.
✨Tip Number 2
Leverage your existing network within the financial services industry. Reach out to contacts who may have insights into Quilter or the wealth sales sector, as personal referrals can significantly boost your chances of landing an interview.
✨Tip Number 3
Stay updated on the latest trends in the UK platform market. Being knowledgeable about current events and changes in the industry will allow you to engage in meaningful discussions and showcase your expertise.
✨Tip Number 4
Practice your telesales pitch. Since the role involves proactive outreach, refining your communication skills and sales techniques will prepare you for the type of interactions you'll have with potential clients.
We think you need these skills to ace Wealth Sales Consultant - Quilter
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Wealth Sales Consultant position. Understand the key responsibilities and required skills, such as telesales experience and knowledge of the UK platform market.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services and telesales. Emphasise your relationship management skills and any familiarity with Salesforce or similar systems, as these are desirable for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of Quilter's products and your enthusiasm for the role. Mention specific examples of how you've successfully generated new business in previous positions.
Highlight Your Teamwork Skills: Since the role requires collaboration with colleagues, be sure to include examples of how you've worked effectively in a team environment. This will demonstrate your ability to contribute to a strong and successful WSC team.
How to prepare for a job interview at Quilter
✨Know Your Products
Familiarise yourself with Quilter's key products and services. Being able to discuss these confidently will show your understanding of the role and how you can effectively market them to potential clients.
✨Demonstrate Relationship Management Skills
Prepare examples from your past experiences that highlight your ability to build and maintain relationships. This is crucial for a Wealth Sales Consultant, so showcasing your interpersonal skills will be beneficial.
✨Understand the UK Platform Market
Research the current trends and challenges in the UK platform market. Showing that you are knowledgeable about the industry will impress your interviewers and demonstrate your commitment to the role.
✨Prepare for Telesales Scenarios
Be ready to discuss your telesales experience and how you've successfully generated new business in the past. Consider preparing a mock sales pitch to demonstrate your skills during the interview.
