Sales Support - Birmingham, United Kingdom - Quilter
Description
What the Hiring Manager Says
This is a great opportunity to join a growing highly motivated distribution team supporting the Northern Sales Director and Northern Business Development Management (BDM) Team.
About the Role
Level:
Sales Support - Level 3
Department:
Quilter Cheviot Distribution
Location:
Flexible: Birmingham, Leeds, London
Contract type:
Permanent
Reporting to the Northern Sales Director, the role-holder will be working with the Northern BDM Team supporting them with many aspects of the sales role
Key Responsibilities to include but not limited to:
- To support the Northern BDM team with required information to drive new business opportunities both pre and post-sale
- To be an immediate support to the Northern Sales Director and have regular catch ups on progress through 121 meetings.
- To gain a thorough understanding of the company's products and services and the circumstances in which they may be appropriate for existing and potential clients.
- To develop regular Quilter Cheviot communications specifically to advisers identified by the distribution team.
- To collate information on financial advisers from various sources available to Quilter Cheviot, to support the distribution team in building and maintaining panels
- To liaise with centralised functions on behalf of the distribution team to support the distribution of materials, messaging and information.
- To be responsible for updating users and providing access to FE licence whilst coordinating with the distribution team for financial advisers
- To attend Northern and National distribution team meetings to capture and act on action points.
- To identify and undertake research which would be useful to the distribution team on given topics, such as adviser data and competitor analysis
- To check the industry publications for emerging themes and communicate with the Northern Sales Director for wider use in the distribution team.
- To arrange adviser meetings/events along with the distribution team
- To attend various events as support to the distribution team both virtually and physically
- To assist in the follow up of events by providing data on the attendees, CPD certificates and contacting specific financial advisers.
- To own and edit content on the Distribution Intranet (SharePoint) and Training (Degreed) web pages.
- To build relationships with advisers and assist in booking adviser meetings when requested by the distribution team.
- To be a backup for the CRM due diligence process when required
- To liaise with all departments at Quilter Cheviot including heads of office, heads of desk, investment managers, research team and marketing for behalf of the distribution team
- To develop a working plan with the Northern Sales Director to incorporate sales support requirements.
- Work towards proactive management of the adviser prospect list
- To gain an industry Level 4 Diploma
Key Behavioural Skills:
Distribution team focus:
- Reliable
- Adaptable
- Openness to learning
- Entrepreneurial thinking
- Independent working
- Background in Distribution/Sales/Marketing would be of benefit
Technical:
- Simple understanding financial services
- Willingness to extend knowledge to become Level 4 qualification
Time Management:
- Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.
Teamwork:
- Strong team player communicating with the distribution team and wider Quilter colleagues on a regular basis
- Delivering on the requirements of the team to a high standard
Decision Making:
- Accepts responsibility, solves problems and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.
LI-VS1 #QC
Core Benefits
Holiday: 26 days
Quilter Incentive Scheme:
All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance:
Single cover as standard, cover can be increased at your own cost
Life Assurance: 4x your salary, cover can be increased at your own cost
Income Protection: 75% of salary payable after 26 weeks of absence
In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
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