At a Glance
- Tasks: Drive new business development and meet potential clients with leads provided by marketing.
- Company: Dynamic US Asset Management firm with a focus on growth and innovation.
- Benefits: Competitive salary, commission, 14% pension, remote work, and extensive training.
- Why this job: Unlock life-changing earning potential while working in a flexible and supportive environment.
- Qualifications: Level 4 financial advice qualification and proven sales skills in financial services.
- Other info: Join a thriving company with opportunities for significant career advancement.
The predicted salary is between 58000 - 60000 £ per year.
£58,000 - £60,000 OTE Year 1 £100-140k, Years 2-4 £200-300k, Year 5 £500k. 14% Pension, Training, Bonus, Commission, Company Benefits, Remote.
Are you a new business-focused Level 4 Financial Advisor looking for a varied and autonomous role where you will be involved in spearheading the continued expansion of this £47 million turnover business? This US Asset Management company has over £200 billion under their management and is focused on continued growth. They are looking for Salespeople with a Financial Services background to come on board and boost their reach. This role is lead-supported, meaning there will be no cold calling.
Your role will involve contacting leads generated by the marketing team and conducting initial meetings. You will then earn commission if they decide to invest their money with the business. This is a remote role with the opportunity to work out of the company's Canary Wharf office (expenses paid) when desired. You will have autonomy to work your desk how you see fit, with extensive training in the first 4 weeks, 2 of which will be in the London office.
Several company benefits include commission, a bonus, a bi-annual bonus, 14% pension, remote working, and the opportunity to earn life-changing sums of money. This role would suit a Salesperson looking for an exciting and varied role where you will be responsible for the continued expansion of the business going forward. Earning potential for this role is astronomical. You will receive a £60k basic with commission increasing you to the below expected rates:
- Year 1: £100,000 - £140,000
- Years 2-4: £200,000 - £300,000
- Year 5: £500,000
THE ROLE:
- New Business Development from leads generated by the marketing teams.
- Conducting meetings with prospective clients before handing them over to a client relationship manager.
- Remote with the opportunity to work out of the London office, expenses paid.
THE PERSON:
- Demonstrable sales skills in new business financial services.
- Looking to earn life-changing sums of money.
- Level 4 qualification in financial advice recognised by the Financial Conduct Authority.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.
Private Client Sales Director (Financial Services) employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Sales Director (Financial Services)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone at the company you're eyeing.
✨Tip Number 2
Prepare for those initial meetings by researching the company and its offerings. Show that you’re genuinely interested and ready to contribute to their growth. Tailor your pitch to highlight how your skills align with their goals.
✨Tip Number 3
Practice your sales pitch! Role-play with a friend or mentor to refine your approach. The more comfortable you are, the better you'll perform when it comes time to meet potential clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Sales Director (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your sales skills and experience in financial services. We want to see how you can bring value to our team, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Private Client Sales Director role. We love seeing enthusiasm and a clear understanding of what we do.
Showcase Your Autonomy: Since this role offers a lot of autonomy, make sure to mention any experiences where you've successfully managed your own projects or sales strategies. We’re looking for self-starters who can take initiative!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Numbers
Make sure you’re familiar with the financial metrics and performance indicators relevant to the role. Understand the company’s turnover, growth targets, and how your sales skills can contribute to achieving those goals.
✨Showcase Your Sales Success
Prepare specific examples of your past sales achievements in financial services. Be ready to discuss how you’ve successfully developed new business and converted leads into clients, as this will demonstrate your capability for the role.
✨Understand the Market
Research the asset management industry and current market trends. Being able to discuss these topics during your interview will show that you’re not just a salesperson but also someone who understands the broader context of the business.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s growth strategy, team dynamics, and training opportunities. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.