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Tuesday, 22 May 2018 19:44 GMT

Job Details

Job Title:IFA Support Consultant
Description:IFA Support Consultant - Reading, Berkshire An exciting new opportunity has arisen to join a leading financial organisation operating from it's Reading branch. The role is of an IFA Support Consultant to provide effective sales support to IFAC/IFAAM and maximise the business potential of a targeted panel of IFAs through proactive telephone sales. PRINCIPAL ACCOUNTABILITIES : * To provide administrative and sales support to key IFAs as agreed with IFAC/IFAAM. * To maximise business from a panel of IFAs through proactive telephone sales activity and account management. * To identify and exploit sales opportunities from both reactive and proactive IFA contact. * To influence IFA decision-making through demonstrating a full working knowledge of Friends Provident products, services and technology. * To support and provide input to the construction, implementation and review of Account Business Plans. * To proactively co-ordinate face to face contact with key IFAs. * To support the IFAC/IFAAM in monitoring the effectiveness of IFA contact strategy. * To assist IFAC/IFAAM and Sales Management in the organisation / preparation of targeted IFA workshops, seminars, campaigns and presentations. * To develop a focused partnership with the IFAC/IFAAM in order to ensure that a quality service is provided to all IFAs and business potential is maximised. KEY CAPABILITIES/ACTIVITIES: The capabilities and activities listed below provide details on how an IFA Support Consultant can deliver against the Principal Accountabilities overleaf: * Administrative and Sales Support * Maximising Business from a panel of IFAs * Identifying and Exploiting Sales Opportunities * Knowledge of Products, Services and Technology * Business Planning Support * Co-ordinating Face to Face contact * Contact Strategy * IFA Workshops/Seminars * Partnership with IFAC/IFAAM KNOWLEDGE EXPERIENCE & PROFESSIONAL QUALIFICATIONS: * Mastery of Merit, Honours and Distinction CBT modules. * 10 Hours of Technology Accreditation in IFA Tools/ Microsoft/ Internet per year. * 2 years in the Financial Services industry or a proven track record in telephone sales * Financial Planning Certificate within 12 months
Salary Range:úNEG
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