Senior Retail Sales Consultant

4 weeks ago


England, United Kingdom The Actuary Group Full time

TAG is currently recruiting for a Senior Sales Consultant on behalf of our client, a market-leading pensions and investment consultancy seeking an experienced sales professional who will play a crucial role in growing their Wealth business by generating sales opportunities through a blend of self-initiated and business-driven initiatives.
Our client is dedicated to creating brighter futures by transforming the world of work, enhancing retirement and investment outcomes, and promoting genuine health and well-being. With a global team of approximately 25,000 employees operating in 43 countries and extending services across 130 countries, their organisation is part of a leading global professional services firm in the areas of risk, strategy, and people, which has over 85,000 colleagues and generates more than $20 billion in annual revenue.

Their hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment – meaning flexible working patterns to accommodate individual needs.

Working as part of our client’s Wealth business, this is a challenging and demanding role, which will require the candidate to create sales opportunities from a combination of initiatives, some self-developed, others instigated by the wider business.
You will have the ability to network effectively, being adept at building and developing relationships from new contacts and develop your own opportunities from cold prospects.
Create and manage client prospect pipelines to ensure sufficient levels of sales opportunities to deliver required revenue for the Defined Benefit (DB) Wealth business
Create opportunities from company-sponsored events (seminars, workshops, trustee clubs, social media campaigns, etc.)
Devise, plan and set strategy for sales-related activities
Convert prospect meetings into sales opportunities
Lead and own client projects and relationships from post sales to ongoing delivery
Maintain knowledge and awareness of industry developments with a focus on DB issues
Support the team in the delivery of projects
Interact effectively with Bid, Proposition and Marketing teams to maximise successful sales

Proven sales experience within financial or professional services
A consultative sales approach
Proven ability to develop and initiate strategies for revenue and client account growth
Strong understanding of sales and business acumen
Expertise in building, maintaining and effectively managing a sales pipeline
Ability to accurately forecast sales results

Degree level and/or professional/sales industry qualification
Proven track record of devising, adapting and successfully implementing sales plans
Previous Sales Force experience advantageous

Competitive benefits package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
Our client is committed to fostering a diverse, inclusive, and flexible work environment, where everyone is valued regardless of age, background, disability, ethnicity, gender identity or expression, marital status, nationality, parental status, religion, sexual orientation, or any other characteristic protected by law. As an equal opportunities employer, they provide reasonable adjustments for candidates with disabilities to ensure full participation in their recruitment process.



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