
Senior Business Consultant
3 days ago
The role involves providing consultancy services to prospective clients on a range of pre and post-retirement products, protection and pensions.
- Meeting clients and generating leads;
- Providing advice to a new and existing client base;
- Managing and continuously building relationships;
- Developing new business opportunities through internal and external channels;
- Achieving agreed targets and team-based goals;
Key Responsibilities:
Provide consultative financial planning or employee benefits expertise; hold relevant professional qualifications such as QFA or CFP; possess strong interpersonal skills to build and maintain solid client relationships; deliver on agreed sales targets; have a background in generating leads from a Corporate client base; demonstrate the ability to build strong internal relationships, trust and credibility; possess excellent presentation and communication skills; be a team player with a focus on working as one team; have a minimum of 3 years' experience in the industry.
About This OpportunityThis is an engaging environment that offers the opportunity to work with some of the best people in the industry. The Employee Benefits and Financial Planning team emphasizes a high-quality, client-centric approach, enabling clients to make better decisions. Each member of the team is valued and encouraged to develop their skills and education to enable the provision of professional best advice to our clients.
RequirementsDesirable Skills and Qualifications:
- Previous consultative financial planning or employee benefits experience;
- QFA qualification or working towards Certified Financial Planner (CFP) or Higher Diploma in Pensions Management leading to AIIPM qualification;
- Strong interpersonal skills with the ability to build and maintain solid client relationships;
- Strong history of delivering on agreed sales targets;
- Understanding of relevant regulatory requirements;
- Background in generating leads from a Corporate client base;
- Demonstrate the ability to build strong internal relationships, trust and credibility;
- Excellent presentation and communication skills;
- Team player with a focus on working as one team;
- Minimum 3 years' experience in the industry;
- Possess a full driver's license.
Additional Information:
This is an exciting opportunity to join a team that emphasizes a high-quality, client-centric approach. If you are looking for a challenging and rewarding career, this could be the perfect opportunity for you.
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