Job Description

Responsibilities for the position include:

• Create, build, and deliver approved presentations to employee benefit clients and build long term relationships through quality of presentation skills and influence.
• Arrange and attend meetings with clients as well as when requested by the Business Development Manager, Corporate Financial Planners and the Desk Based Consultant
• Stay up to date with employee benefit trends in the industry, monitor market developments and assist with the identification of revenue generation opportunities for existing clients
• Provide Pension Guidance presentations to Employees
• Ensure all presentation data is up to date with employee benefits changes and industry trends
• Identify opportunities for up-selling/cross-selling based on understanding client needs
• Conducting research, analysing and presenting the results.
• Ensure presentations are completed to high company standards and that sufficient client leads are obtained and referred to the appropriate advisers
• Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and all other relevant FCA guidelines at all times.

Required Knowledge, Skills, and Abilities

Essential:

• Proven competency in coaching and engaging with people.
• High level of interpersonal skills at a group and individual level
• Strong numerical ability
• Well-developed literacy and communication skills
• Strong presentation skills
• An Influential character
• Good working knowledge of Microsoft Office: Word and Excel skills
• Able to work from home effectively and efficiently
• Good diary and Territory Management

Desirable:

• Understanding of Financial Services and experience of Employee Benefit client services