Sales Manager - Financial Services Home Based

Mark James Search Limited
Birmingham, UK
21 Jul 2019
26 Jul 2019
Contract Type
Full Time
Our client, a leading independent financial advisor, is currently hiring for an Sales Manager - Financial Services (Home Based), to lead a team of Advisers across a region. Be responsible for and take ownership of the revenue target for the team and provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target.

  • Contribute to and own the sales strategy for division, meet and exceed targets
  • Develop the sales budget for the Advisers, present to NSMD
  • Understand the advice proposition and process
  • Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved
  • Collaborate with the compliance department to ensure that all activities undertaken by the Advisers meet with compliance procedures and processes.
  • Provide meaningful MI and a written report to NSMD on a monthly basis for presentation to Executive Team
  • Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF
  • Encourage and assist Advisers in growing target client numbers, by understanding each Advisers motivators and training needs
  • Build a highly effective team of Advisers, maintain retention by building lasting, trusting relationships with the Advisers
  • Expand network of Advisers to build a bank of talented Advisers to assist with recruitment

  • Set clear business objectives, manage workflows, staff resources and deadlines to ensure organisational/departmental objectives are met
  • Set goals, objectives, develop and maximise potential
  • Achieve organisational, operational and personal objectives, whilst demonstrating the companies values and core competencies
  • Undertake regular, appropriate and timely CPD activity to demonstrate ongoing competence in relevant industry knowledge and skills
  • Take action quickly under pressure, can cope with change, inspire others to follow in the pursuit of the values and goals of the company
  • Work under own direction, initiate and generate activity
  • Multi-site management experience
  • Used to working in a fast changing environment
  • Broad awareness of regulation with the financial services industry
  • Effective self-management, proactive

This is a full time, permanent position working Monday-Friday, 09:00am-17:30pm. This position is Regional Based - with travel as required to meet role requirements

Our client offers an excellent remuneration package and excellent career progression prospects.

Please apply online to be considered.

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