At a Glance
- Tasks: Lead sales initiatives for premium financial products and build strong client relationships.
- Company: Join Insignia Customer Service, a leader in luxury payment solutions.
- Benefits: Competitive salary, professional growth, and a dynamic work environment.
- Other info: Opportunity to work internationally and develop your professional network.
- Why this job: Make an impact by providing tailored financial solutions to high-net-worth clients.
- Qualifications: 5+ years in financial product sales and excellent communication skills required.
The predicted salary is between 60000 - 80000 £ per year.
Insignia Customer Service is seeking an experienced and commercially driven Financial Product Sales Manager to lead cross-selling initiatives and support the expansion of Insignia’s premium payment and financial service solutions. The successful candidate will play a strategic role in promoting tailored payment solutions and account services to high-net-worth and ultra-high-net-worth clients across existing and new client portfolios.
This role requires a strong combination of relationship management, financial sales expertise, client servicing excellence, commercial analysis, and international business development capabilities. The ideal candidate will have a proven track record in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, luxury services, or international client relationship environments.
Key Responsibilities- Drive sales and cross-selling activities across Insignia’s payment solutions and financial service offerings.
- Promote Insignia prepaid card programmes, IBAN/payment account solutions, and other approved financial services to existing and prospective clients.
- Analyse existing client portfolios to identify new commercial opportunities and areas for service expansion.
- Identify opportunities to expand client engagement through tailored payment solutions and premium services.
- Develop and maintain strong relationships with HNW and UHNW individuals, family offices, corporate clients, and strategic partners.
- Generate qualified leads through networking, referrals, partnerships, existing relationships, and business development initiatives.
- Prepare presentations, commercial proposals, and strategic client recommendations.
- Actively develop new business opportunities within the candidate’s own professional network and client portfolio.
- Deliver exceptional customer experience and maintain long-term client relationships.
- Understand client objectives, operational needs, and commercial preferences to align suitable solutions.
- Coordinate closely with customer service, compliance, legal, and operations teams to ensure seamless onboarding and account management.
- Maintain regular communication with clients regarding service enhancements, commercial opportunities, and product developments.
- Contribute to the development of revenue growth strategies and sales campaigns.
- Monitor market trends, competitor activity, and emerging payment and fintech developments.
- Assist management in identifying new commercial partnerships and business opportunities.
- Participate in international business meetings, conferences, and networking events.
- Ensure all sales activities comply with internal compliance standards and applicable financial regulations.
- Maintain accurate CRM records, pipeline reporting, and sales documentation.
- Support due diligence and KYC procedures where required.
- Minimum 5 years of experience in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, or related sectors.
- Strong understanding of payment solutions, client onboarding processes, and financial service environments.
- Experience working with HNW/UHNW clientele and international markets.
- Demonstrated success in achieving sales targets and developing long-term client relationships.
- Excellent communication, negotiation, and presentation skills.
- Commercially minded with strong entrepreneurial and networking abilities.
- Ability to analyse client portfolios and identify new commercial opportunities.
- Ability to work independently in a fast-paced international environment.
- Degree in Finance, Economics, Business Administration, or related field.
- Professional certifications in finance, payments, or compliance are advantageous.
- Knowledge of fintech, payment ecosystems, and digital finance trends.
- Multilingual skills are considered a strong advantage.
- Professional and discreet approach to client relationships.
- Strong interpersonal and consultative sales skills.
- Strategic thinker with proactive business development mindset.
- High ethical standards and attention to detail.
- Internationally minded with cross-cultural communication abilities.
Financial Product Sales Manager employer: Insignia Group of Companies
Insignia Customer Service is an exceptional employer that fosters a dynamic and collaborative work culture, where innovation and excellence in client service are at the forefront. Employees benefit from extensive professional development opportunities, competitive compensation packages, and the chance to work with high-net-worth clients in a fast-paced international environment. With a focus on tailored financial solutions and a commitment to employee growth, Insignia offers a rewarding career path for those looking to make a significant impact in the financial services sector.
Contact Details:
Insignia Group of Companies Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Product Sales Manager
✨Network Like a Pro
Get out there and start networking! Attend industry events, conferences, and meet-ups where you can connect with potential clients and partners. Remember, it’s all about building those relationships that can lead to new opportunities.
✨Showcase Your Expertise
Don’t just talk the talk; walk the walk! Create presentations or case studies that highlight your success in financial product sales. Share these on your LinkedIn or during networking events to demonstrate your value to potential employers.
✨Follow Up, Follow Up, Follow Up
After meeting someone, don’t let that connection fizzle out. Send a quick follow-up email or message to keep the conversation going. This shows your interest and keeps you top of mind when they think of financial solutions.
✨Apply Through Our Website
If you see a role that fits your skills, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Product Sales Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Financial Product Sales Manager. Highlight your experience in financial product sales and any relevant achievements that showcase your ability to drive sales and develop client relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for Insignia. Mention specific experiences that align with our needs, especially in cross-selling and client engagement.
Showcase Your Relationship Management Skills:We want to see how you’ve built and maintained relationships with high-net-worth clients. Share examples of how you've successfully managed client expectations and delivered exceptional service in your previous roles.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Insignia Group of Companies
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services that Insignia offers. Be prepared to discuss how these solutions can benefit high-net-worth clients, and think of examples from your past experience where you've successfully sold similar products.
✨Showcase Your Relationship Management Skills
Since this role heavily focuses on client relationships, come ready with specific examples of how you've built and maintained strong connections with clients in the past. Highlight any strategies you've used to engage HNW and UHNW individuals, as well as how you've tailored solutions to meet their unique needs.
✨Prepare for Commercial Analysis Questions
Expect questions that assess your ability to analyse client portfolios and identify new opportunities. Brush up on your analytical skills and be ready to discuss how you've previously identified growth areas or developed revenue strategies based on market trends.
✨Demonstrate Your Networking Abilities
Networking is key in this role, so be prepared to talk about your professional network and how you've leveraged it to generate leads. Share any successful partnerships or collaborations you've initiated, and think about how you can bring that same energy to Insignia.
