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- Tasks: Enhance customer relationships and develop new business opportunities in financial services.
- Company: Leading financial services organisation in Scotland with a focus on growth.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Why this job: Build trust with clients and make a real impact in their financial journeys.
- Qualifications: Strong sales experience, consultative selling skills, and a valid driver's licence.
- Other info: Opportunity to thrive in a dynamic and rewarding industry.
The predicted salary is between 28800 - 48000 £ per year.
A leading financial services organization in Scotland is seeking an experienced sales professional to enhance customer relationships and develop business opportunities. The successful candidate will need strong consultative selling skills, a valid driver's license, and at least three years of sales experience.
Responsibilities include:
- Providing service to customers
- Managing data in the CRM
- Identifying new business prospects
An essential component is building trust and securing client relationships to drive results.
Financial Advisor: Growth, Client Relationships in Dundee employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor: Growth, Client Relationships in Dundee
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or colleagues on LinkedIn.
✨Tip Number 2
Show off your consultative selling skills! When you get the chance to chat with potential employers or clients, focus on listening to their needs and offering tailored solutions. This will help you build trust and showcase your expertise.
✨Tip Number 3
Keep your CRM game strong! Familiarise yourself with CRM tools and demonstrate how you can effectively manage client data. This will show employers that you’re organised and ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate!
We think you need these skills to ace Financial Advisor: Growth, Client Relationships in Dundee
Some tips for your application 🫡
Show Off Your Sales Skills: Make sure to highlight your consultative selling skills in your application. We want to see how you've successfully built client relationships and driven results in your previous roles.
Tailor Your CV: Don’t just send a generic CV! Tailor it to the job description by emphasising your experience in managing customer relationships and identifying new business prospects. This will help us see how you fit into our team.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure to express your passion for the role and why you’re the right fit without rambling on.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Numbers
As a Financial Advisor, you'll need to demonstrate your understanding of financial metrics and sales figures. Brush up on key performance indicators relevant to the role and be ready to discuss how you've used data to drive results in previous positions.
✨Build Rapport Quickly
Since this role focuses heavily on client relationships, practice your small talk and active listening skills. Show that you can connect with people easily and build trust from the get-go. Think about examples where you've successfully built relationships in past roles.
✨Master the CRM
Familiarise yourself with common CRM systems, as managing data is a big part of the job. Be prepared to discuss how you've used CRM tools to track customer interactions and identify new business opportunities in your previous roles.
✨Prepare for Scenario Questions
Expect questions that ask you to describe how you'd handle specific situations, like dealing with a difficult client or identifying a new sales opportunity. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your consultative selling skills.
