Sales Expert
Core
Help members make more of their money by supporting conversations around savings, investments, inheritance tax, and retirement planning.
Role type
Sales Expert (Financial Advice)
Builds
Advice proposition for members
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
sales experience, commercial focus, target achievement, relationship building, financial product knowledge
Responsibilities
Build trusted relationships via inbound and outbound telephony, help members consider savings and investment options, achieve commercial targets while prioritizing member outcomes, inspire colleagues to recognize quality advice opportunities, deliver high standards of quality and compliance, continuously grow knowledge through feedback and collaboration
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