Senior Sales Specialist for Financial Institutions

4 weeks ago


Birmingham, Birmingham, United Kingdom Rathbone Brothers Full time
About the Role

We are seeking an experienced Senior Sales Specialist to join our national sales team at Rathbone Brothers. The successful candidate will be responsible for promoting and developing RIM services within the UK Financial Adviser market.

The ideal candidate will have a deep understanding of the financial services industry, including investment products, rate cards, and marketing materials available. They will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with Financial Advisers and maintain accurate sales and relationship data on our Salesforce CRM system.

Key Responsibilities
  • Develop a consistent flow of quality new business introductions from UK Financial Advisers that meet our published criteria.
  • Enhance market share from existing business sources through the promotion of RIM services.
  • Implement a robust contact strategy for all introducers to ensure regular structured contact and meaningful outcomes.
  • Gain a comprehensive understanding of the adviser's business model and identify any support needed.
  • Assist in providing market feedback to the business.
  • Maintain compliance with current regulations and frameworks, including TCF.
  • Maintain and update accurate sales and relationship data on Salesforce CRM.
Requirements and Qualifications
  • Detailed knowledge of services available to Financial Adviser clients, including eligibility criteria, rate cards, documentation required, and marketing materials available.
  • Extensive knowledge of investment products, the financial services industry, and competitors.


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