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Telesales Team Leader - Wealth Management

£40000 - £50000 plus benefits
We have an exciting opportunity for a talented and experienced telesales professional to join a leading Wealth Management firm based in The City of London
The business provides bespoke financial management advice to high net worth individuals and business owners, specialising in pensions, inheritance tax and investments. 
They seek a dynamic and professional telesales team leader to drive its continued growth
Job Role
  • You will be responsible for devising and taking ownership of the telesales business development plan, managing the new client acquisition targets to increase sales and overall profitability of the company
  • Lead the telemarketing team to exceed monthly targets through participation
  • Develop the marketing team and their strategy to fully support the Financial Advisers achievement of their new business targets
  • Proactively identify, develop and implement agreed new business strategy
  • Work the social media marketing team to increase leads and opportunities
  • Develop key opportunities and convert into appointments for the Financial Advisers in line with the business plan
  • Manage a small team 
  • Chasing Leads and Managing Pipeline
Experience Required
  • Significant experience in a similar role
  • Strong leadership qualities
  • Highly motivated
  • Proven Telesales experience – ideally within Wealth Management
  • Proven track record of securing appointments
  • Understanding of the regulatory requirements within TeleMarketing
  • Excellent interpersonal skills and telephone manner
Rewards and Benefits
  • Salary up to £50,000 p.a.
  • Target Based Bonus of additional 30%
  • Auto Enrolment Pension Scheme
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: