Sales Executive - Pensions

A high-profile national Financial Services business are searching for an experienced Sales Executive with experience of Onshore Bonds to join their Pensions team working in the London area in a hybrid manner.

Your Role and Responsibilities
While in this position your duties may include but are not limited to:

• Proactively work towards sales targets and targeted business volumes within the assigned territory, collaborating with team members such as the Business Development Manager to achieve these targets
• Having input into the business planning and financial objectives review
• Delivering on KPIs such as call volumes, applications, quotations and business retention
• Providing support to existing advisors and customer firms, ensuring attentive communication is maintained via a range of tools such as calls, video conferencing and WebEx to maintain a good business relationship
• Increasing the volume of supporting advisors and firms in the territory
• Ensuring that a strong working knowledge of the company offerings, market offerings from competitors and relevant sales knowledge and skills is maintained and updated at all times
• Accurately keeping records and reports of customer interaction, sales development and pipeline

You MUST Have:
Please apply ONLY if you meet the following criteria:

• MUST have experience of Onshore Bonds
• QCF Level 4 qualified or a Certificate in Equity Release (desired)
• Good knowledge of products/services within the insurance/financial services industry, including pension products and investment knowledge
• A successful sales background, including experience working with IFAs/Brokers
• Excellent communication skills, particuarly in delivering technical information in an easily understandable manner
• Good aptitude for IT and software, including CRM packages and Microsoft Office

Your Opportunity:
As an industry giant, this business has become a household name and this position will sit within the Pensions team, working on an assigned territory with the aim of attracting business income via dealing with Financial Advice Intermediaries to present the business offerings too them.

The business is offering a competitive starting salary with an additional bonus. Alongside this there will be a strong holiday allowance of 26 days, with the opportunity for this to be increased with years of service and additional days can be bought or sold. As well as this, there will be an outstanding pension contribution, various insurance options including life insurance, private medical insurance and an employee assistance programme, as well as access to discounts across the business products. There will be ample opportunities for further progression and career growth, being supported by proactive and on the job training, and excellent management support, while working within a company that is prolific across the country.

To enquire further about this position, please reach out to:

Phoebe Jones - Talent Acquisition Specialist

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