Sales Consultant - Field Based North East / North West

Unum Limited
United Kingdom
15 May 2018
18 May 2018
Contract Type
Full Time
  • Purpose: To build relationships with an agreed panel of Independent Financial Advisors, achieving new business sales targets as well as retaining and growing each brokers existing block of business.

    Key Accountabilities:

    • To achieve sales and persistency targets.

    • To achieve weekly sales calls, close rates and activity targets and to build strong relationships with senior figures within the agreed panel of IFAs.

    • To sell the Unum story and "grow the market" within the panel

    • To support the Business Partnership approach for key accounts

    • To keep up to date with market trends and to advise the Sales Manager of developments by competitors.

    • To take the necessary action to resolve queries and problems raised by intermediaries and to manage their requirements.

    • Respond to requests from colleagues to help secure new business or to provide a service.

    • To encourage a close working relationship between intermediaries, Head Office and Regional Office staff to ensure that administrative matters are dealt with as smoothly as possible.

    • To be technically competent and up to date with our products and practices as well as competitors’ products and relevant legislation (i.e. Disability Discrimination Act, tax, Welfare Reform etc.).

    • To ensure all systems are maintained and kept up to date

    • Ensures the continued protection of Unum’s information, by following all applicable Information Security policies and procedures and by reporting suspected weaknesses in information security controls to the Information Security Officer.

    • Understand how Conduct Risk, Treating Customers Fairly (TCF) Risk Management and Solvency II systems of Governance relate to both the role and the divisional activities and highlight any opportunities for improvement.

    • Comply with Unum’s Code of Conduct and other Company Policies and Procedures as appropriate to the role.

      Sales Specific Competencies

    • Motivated & Driven

    • Competitive

    • Professional

    • Persistent, Tenacious & Resilient

    • Business Focussed/Aware

      Required Knowledge and Skills:

    • Knowledge of Unum products and associated value proposition

    • Knowledge of Unum processes and drivers across all areas that interact with the Customer

    • Knowledge of Unum sales and retention processes

    • Knowledge of adjacent markets, products and services

    • Use of appropriate systems:, GAT, SAUD, GPAS, AWD, FoxPro, LSAR, Retention Tracker and POWERPOINT, WORD, EXCEL & OUTLOOK.

    • Frequent travel is required to locations in the UK, therefore a full driving licence is essential

      Minimum entry criteria:

    • Industry Experience

    • Proven track record of delivery within a financial services sales environment, preferably group risk & intermediated sales

    • Able to communicate effectively with people at all levels

    • CII- Group Risk qualification or working towards it

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