Description:
Utmost Wealth Solutions is a leading provider of insurance-based wealth solutions and operates in
attractive markets across the UK, Europe, Latin America, Asia and the Middle East where we see
continued, strong demand for our products.
Our award-winning proposition is designed to help high net worth and ultra-high net worth individuals and
their families to protect, preserve and pass on their legacy and wealth to future generations.
With approx. £52bn of assets under administration at 30 June 2022, Utmost Wealth Solutions has the scale
and expertise to partner our clients in achieving their financial aspirations.
An exciting new opportunity has come up in our Sales Support team for a Senior Specialist. As a key
member of the team, the role-holder will also work closely with the Area Sales Managers in a number of
core markets to provide pre-sales support and relationship management to external partners and
advisers.
The purpose of the role and key responsibilities are as follows:
› Support the Area Sales Managers to identify and develop strategic business development
opportunities in chosen markets.
› Support the Area Sales Managers to achieve annual sales targets.
› Establish excellent working relationships and maintain regular contact with key partners and advisers.
› Champion a ‘customer first’ approach for our partners and clients. Provide a quality service at all
times and address relevant queries by working closely with the various departments in Utmost.
› Engage in marketing and training initiatives for our distribution partners.
› Ensure that relevant financial market and regulatory and tax knowledge is kept up to date.
› Provide regular internal reports to the Area Sales Managers, Global Head of Sales and Sales Support
Manager to allow tracking of new, pipeline and converted business.
› Through day-to-day work, demonstrate advanced administrative capabilities combined with
excellent communication and relationship management skills.
› Display a flexible, can do attitude where the customer (be that internal or external) is at the centre of
everything that we do.
Main tasks and responsibilities
Key Performance Indicators
Business Development and Sales
Support the Area Sales Managers
to develop a sales plan and drive
various initiatives to ensure the
delivery of annual sales targets.
Research develop and propose
new business opportunities.
Provide support to the Area Sales
Managers and the Sales Support
Manager with the on boarding of
new partners.
Achievement of annual sales targets.
Delivery of key business development initiatives.
Successful panelling and on boarding of key partners
in various markets.
Organization | UTMOST WEALTH SOLUTIONS |
Industry | Management |
Occupational Category | Senior Sales Management Specialist |
Job Location | Meath,Ireland |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 2 Years |
Posted at | 2023-05-18 5:37 am |
Expires on | 2025-02-03 |