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- Tasks: Manage inquiries, qualify leads, and set appointments for our advisory network.
- Company: WealthWise Connect, a rapidly growing Wealth Management business.
- Benefits: Uncapped commission potential and a platform for long-term career growth.
- Other info: Fast-paced environment with opportunities in wealth management.
- Why this job: Join a dynamic team and take control of your financial future.
- Qualifications: Strong communication skills and a willingness to learn.
The predicted salary is between 25000 - 35000 £ per year.
Company: WealthWise Connect
Location: Hull
Rather, you will utilise your exceptional communication skills to manage high volumes of inquiries, qualify leads, and set appointments for our advisory network. Commission is earned by setting appointments, not from dealing with any sale of products.
Responsibilities
- Inbound Lead Enquiries: Receiving and expertly managing warm inbound inquiries generated from our highly successful social media and digital advertising channels.
- High-Volume Outbound Engagement: Proactively executing a high volume of daily outbound calls to a meticulously provided pipeline of prospective leads to maximise conversion opportunities with a daily stream of new leads coming through.
- Consultative Appointment Setting: Utilising active listening and professional communication to understand client requirements and successfully set appointments with our network of Level 4 qualified Wealth Managers.
- Pipeline Management: Ensuring all inquiries are handled appropriately, compliantly, and recorded accurately utilising our internal CRM systems to maintain pristine data hygiene.
What We Offer
Compensation you are looking for a platform to maximize your earning potential and build a serious, long‑term career.
Key Skills Required
- Strong inter-personal skills in any industry and a willingness to learn.
- Competent with basic IT skills on M365 Products.
- Experience in inbound or outbound telephone calls.
- Understanding of basic CRM use.
- Self-starting and highly motivated attitude.
- Ability to thrive and work well within a team in a high-paced environment.
Desirable But Not Required Skills/Experience
- Telesales experience in any industry.
- Knowledge of the financial markets and personal finance products (ISA's, Pensions, Bonds).
- Understanding of the UK tax system.
- Experience working within the wealth management/banking/financial planning sector.
- Financial services sales experience.
Take the Next Step
If you have the drive, the resilience, and the ambition to succeed in a rapidly growing Wealth Management business with an uncapped financial ceiling, we want to hear from you. Apply now to join the WealthWise Connect team and take control of your financial future.
Work Location In person
Business Development Associate in Kingston upon Hull employer: WealthWise Connect
Contact Detail:
WealthWise Connect Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Associate in Kingston upon Hull
✨Tip Number 1
Get to know the company inside out! Research WealthWise Connect, their values, and what they stand for. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about managing inquiries and setting appointments, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or use our resources to sharpen those skills.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to a referral, which can be a game-changer in landing the job.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s an interview or a networking chat, send a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Business Development Associate in Kingston upon Hull
Some tips for your application 🫡
Show Off Your Communication Skills: Since this role is all about managing inquiries and setting appointments, make sure your application highlights your exceptional communication skills. Use examples from your past experiences to demonstrate how you've effectively engaged with clients or leads.
Tailor Your CV and Cover Letter: Don’t just send a generic CV! Tailor it to reflect the key skills mentioned in the job description, like your experience with inbound and outbound calls. We want to see how you fit into our team, so make it personal and relevant.
Highlight Your Tech Savvy: Mention your familiarity with M365 products and any CRM systems you've used. This shows us you're ready to hit the ground running and can manage our pipeline effectively right from the start.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at WealthWise Connect
✨Know Your Stuff
Before the interview, make sure you understand WealthWise Connect's services and how they operate. Familiarise yourself with the financial markets and personal finance products like ISAs and pensions. This knowledge will help you answer questions confidently and show your genuine interest in the role.
✨Show Off Your Communication Skills
Since this role heavily relies on communication, practice articulating your thoughts clearly and concisely. You might want to prepare for common interview questions by rehearsing your answers out loud. This will help you sound more natural and engaging during the actual interview.
✨Demonstrate Your Motivation
We love candidates who are self-starters! Be ready to share examples of how you've taken initiative in previous roles or projects. Highlight your willingness to learn and adapt, especially in a fast-paced environment like WealthWise Connect.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. This shows that you're not only interested in the position but also keen to understand how you can contribute to the team. Consider asking about the company's growth plans or how success is measured in the role.