Sales Manager
3 weeks ago
The Sales Manager SM will be responsible for new advisers for the first year of their journey from appointment with Quilter, to their progression into one of the regional teams by attainment of the agreed production targets and competencies as agreed by QFA.
They will act as the individual adviser`s line manager until they have met the agreed competencies within the timeframe, as set out in the Adviser Metrics" section below.
The SM will pick up all the field-based activities with advisers, working alongside the remote based Field Coach Team who hold the T&C responsibilities.
It will be a position attractive to a number of candidates both internal and external, that range from those advisers who are moving towards the end of their career and want to give something back, through those individuals who will see this as a career path opportunity. Part of the role would be providing locum cover for the Regional Director giving insight and experience into a senior management function.
-Sales Director
About the Role
Level: 4
Department: Quilter Financial Advisers
Location: Nationwide - home based, travelling 2-3 times a week with occasional overnight stays
Contract type: Permanent
The Sales Manager holds a key function for the new self-employed Adviser to QFA. In their first year with the National business the SM will act as their line manager, business coach, and role model to prepare them for integration into the regional team structure. Getting advisers productive in that period is key to an adviser being able to thrive with Quilter by building a strong business.
They will carry out many of the functions that the current Regional Directors have, but on a much more intensive basis, with a smaller span of control allowing for more time to be spent with the individual. The role holder responsibilities will include, leading by example, demonstrating, then coaching an adviser through all the key elements to creating the foundations needed. The SM will meet regularly with their advisers, give them hands on support including demonstrating, observing client meetings and coaching the valuable skills successful advisers needs to have.
To that end it is a field-based role. While we make use of the technology when it is appropriate, it will be time spent in the field with the adviser that will have the most impact, so there will be travel involved, and on occasion this will include overnights due to geography.
Please note; we are hiring for 5 vacancies, which will be based across the UK.
About You
Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
As a Sales Manager you have a proven track record of driving results whilst you build and maintain strong relationships throughout the business. You're someone who thrives on challenge and has the drive to see things through, leading by influence at all levels.
You are a natural negotiator and leader - you're known for your knack for creative problem-solving and your adeptness at resolving conflicts.
As a mentor and coach, you'll play an important role in guiding our team of advisors to success, leveraging your leadership skills to inspire and empower them, helping them reach their full potential.
You're results-oriented and always striving for improvement, with the confidence to lead and manage change effectively.
If you are someone with experience in this field, hold a Level 4 Diploma in Financial Planning Advice, who values credibility, professionalism, and personal integrity, we welcome you to apply.
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financial futures.
In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times.
Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.
We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.
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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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