Wealth Business Consultant
Franchise Wealth Business Consultant– Greater Manchester
£45,000 -£55,000 + Up to 100% Bonus + Benefits
Are you passionate about sales?
Are you a self-motivated self-starter?
Do you thrive in a target focused environment?
Are you a hard-working, driven individual?
If you can honestly answer YES to these questions then please read on…..
Vitality is an award winning, dynamic and vibrant financial service provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. Vitality will support you to complete a number of recognised, industry qualifications to help develop your career and make you the best you can be.
Our core purpose is to make people healthier and to enhance and protect their lives. From people to products to processes, we aspire to deliver on our purpose in everything we do. Our vision is to be the best protection provider in the UK. We are looking for talented individuals who are committed to living our values and delivering an award-winning service to our advisers and customers.
About our Franchise Wealth Business Consultant role
The role will be to build relationships within their panel of Advisers and facilitate the distribution of the full range of Vitality Invest products. They will be responsible for the training, development and education of the adviser as well as their para-planners and administrators on all the VitalityInvest products and systems. They will be responsible for the growing of the VitalityInvest market share in their region both with existing Vitality supporters as well as those who are new to Vitality.
Responsibilities as our Franchise Wealth Business Consultant include:
- Building a panel of brokers who are able to distribute the full range of Vitality Invest products
- Build on relationships of existing Vitality supporters as well as develop new relationships
- Secure new assets under management in line with agreed targets
- Train and educate their advisers on the Vitality Invest product and fund range as well as the benefits of these for their clients
- Both run and co-ordinate training events for their panel of brokers
- Identify new opportunities to grow the VitalityInvest footprint
- Train the Advisers administrators and para-planners on the VitalityInvest systems and products
- Be the first point of contact for all adviser related questions
- Be seen as the subject matter expert for the VitalityInvest product as well as our range of internal funds
- Contribute to and identify new opportunities for the Vitality Invest product within the retirement market
- Contribute and participate in the development of the rest of the VitalityInvest distribution team
Essential Skills Required
- RO5 or equivalent
- Proven track record within the Investment industry
Working for a Vitality Franchise as a Franchise Wealth Business Consultant, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day.
Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved.
If you feel you have the skills and experience to become our Franchise Wealth Business Consultant, please click ‘apply’ today.
Due to the high volume of applications we receive, unfortunately we cannot come back to every candidate individually. If you haven’t heard from us within 7 days of submitting your application, please assume it has been unsuccessful on this occasion.
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