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The Quilter Group is a leading provider of advice, investments and wealth management, with a portfolio of £118.7 billion of investments on behalf of over 900,000 customers worldwide (as at October 2019). Our focus is on creating prosperity for the generations of today and tomorrow by providing financial solutions for investors around the globe, and we operate primarily in two main segments – Advice & Wealth Management and Wealth Platforms. You won't just find diverse, talented and friendly teams here. You'll also discover an inclusive culture and every opportunity for personal and professional development.
About the role
Some of the key responsibilities of this role are:
Build a good understanding of the panel accounts, their product mix and gaps and identify the key contact within each.
Undertake a programme of marketing campaigns with accounts, maximising return.
Maintain accurate Management Information on these accounts
Keep up to date on Old Mutual Wealth product developments and propositions.
Work with colleagues, proactively suggesting ways to deliver an enhanced return.
Contribute to a strong and successful WSC Team.
Achievement of key performance objectives.
Further key responsibilities can be found in the attached role profile.
We are looking for an individual with the following knowledge, skills and experiences:
Knowledge of the UK Platform market is preferred.
Previous financial services Telesales experience is preferred.
A good understanding of Old Mutual Wealth Management's key products and services is desirable.
Knowledge of Salesforce or equivalent system is desirable.
Proven telesales and relationship management skills preferred.
Proven ability to work with a wide network of colleagues to achieve role aims is essential.
A good understanding of the UK's products and propositions, and a track record of continuous personal development.
Strong experience of working as a team player in a telesales environment where overall team success is preferred.
No matter what job you do you should feel valued and appreciated. That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.
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.
At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.