Support the Insurance pre-sale process and help the overall Sales & Distribution team achieve strategic priorities, initiatives, and sales goals.
Compensation
Salary range is expected to be between $61,875.00 USD - $103,125.00 USD
Responsibilities
Focus on product information, case design, illustrations, outbound/inbound communications, the new business and underwriting process, and various tools and resources related to the life insurance sales process.
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. You'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors.
Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results
Requirements
Bachelor's degree or equivalent work-related experience within the securities/financial services industry
Seeking a highly experienced and commercially successful Director, Business Development to join the team in Bristol, responsible for leading adviser relationship development across the South West.
Responsibilities
Leading business development activity across Bristol and the wider South West region - identifying, developing and converting high-quality relationships with IFAs, adviser firms, wealth planners and professional connections.
Generating significant new AUM flows, with the capability to deliver in excess of £100m per annum.
Building and managing senior relationships with key decision-makers, business owners, investment committees and adviser networks.
Promoting the firm’s investment solutions, including Managed Portfolio Services, discretionary services and other relevant propositions.
Developing a clear regional business plan focused on target firms, growth opportunities and key strategic relationships.
Requirements
Investment Management Certificate
Diploma in Financial Planning
Nice to have: Existing network of high-quality adviser relationships in the South West
Nice to have: Experience working for an investment manager
Nice to have: Experience working for a discretionary fund manager
We are seeking a highly motivated and experienced Senior Sales Executive to drive revenue growth and expand our client base within the financial services sector. This role involves identifying new business opportunities, nurturing client relationships, and achieving sales targets for United Overseas Bank.
Responsibilities
Develop and execute strategic sales plans to achieve and exceed individual and team sales targets.
Identify and cultivate new business opportunities through proactive prospecting, networking, and market research.
Build and maintain strong, long-lasting customer relationships by understanding their financial needs and offering tailored solutions.
Present and articulate the value proposition of United Overseas Bank's products and services to prospective and existing clients.
Negotiate and close sales deals, ensuring profitability and adherence to company policies.
Responsible for acquiring new-to-bank customers and delivering high-quality service to high-value personal clients within HSBC International Wealth and Premier Banking.
Responsibilities
Implement Premier Acquisition strategies
Acquire new-to-bank customers via central or self-generated leads
Complete simple retail sales to high-value personal clients
Develop strong working relationships with relevant business areas
Deliver high standard customer service to meet customer satisfaction
Provide exceptional experience to private clients focused on wealth creation, accumulation, and protection strategies, driving growth in the Vertical Sales Index and fostering client retention.
Responsibilities
Deliver exceptional experience and education to Private Clients
Increase vertical sales index and drive client retention
Understand and market all financial services solutions
Assist with profit growth through effective lead pipeline management
Responsible for implementing Premier Acquisition strategies, acquiring new-to-bank customers, and delivering high-quality customer service to high-value personal clients.
Responsibilities
Implement Premier Acquisition strategies
Acquire new-to-bank customers via central or self-generated leads
Complete simple retail sales
Develop strong working relationships with relevant business areas
Deliver high standard customer service to meet customer satisfaction
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