Financial Services Manager

2 days ago


Scarborough, North Yorkshire, United Kingdom Alterna Sa Full time
Financial Services Manager

We are seeking a highly motivated and experienced Financial Services Manager to join our team at Alterna Savings. As a key member of our sales team, you will be responsible for providing exceptional customer service, building relationships with existing and new clients, and promoting our financial services to meet their needs.

Job Summary:

  • Meet and exceed sales targets by delivering high-quality financial services to members.
  • Build and maintain strong relationships with clients through regular communication and follow-up.
  • Stay up-to-date on market trends and competitor offerings to provide informed advice to clients.

Responsibilities:

  • Develop and implement strategies to increase sales and revenue growth.
  • Provide expert advice on financial products and services to clients.
  • Maintain accurate records and reports on client interactions and sales performance.

Requirements:

  • Post-secondary education combined with 3 years related experience in a financial institution or an equivalent combination of education and experience.
  • Proven track record in sales and customer service.
  • Strong communication and interpersonal skills.

Benefits:

  • A competitive salary range of $60,000 - $80,000 per year.
  • Ongoing training and professional development opportunities.
  • A comprehensive benefits package.


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