Supporting the retention of existing DA clients through the delivery of excellent service and experience by establishing, maintaining, and developing relationships between the DA business and its clients. Help to recruit new clients in line with the business plan targets. New client leads will be generated through a variety of mediums, marketing, sales campaigns, referrals etc.
Increasing profitable revenue through engagement with both existing and potential new Directly Authorised (DA) clients to match both Bankhall & PMS propositions to client needs.
Understand client needs and help them to build, run, grow and exit their business by raising their awareness of the professional services offered by both Bankhall and PMS.
Responsibilities
• Work collaboratively with regional teams and wider business to proactively manage and maintain long term client relationships whilst promoting all Bankhall & PMS business propositions and services.
• Demonstrate the highest professional standards in all dealings with all firms.
• Demonstrate understanding of the market landscape and regulatory changes to identify both business opportunities and threats.
• Achievement of sales activity-based targets to deliver additional income to the DA business across the whole range of products and services offered by Bankhall & PMS.
• Define outbound calling strategy to contact prospective clients to secure new business opportunities. This will involve following up of marketing campaigns and initiatives and proactively reaching out to new potential clients.
• Fully understand the DA business services, propositions, charging structure, business objectives, ambition and demonstrate an ability to articulate the message of our competitive position in the marketplace.
• Demonstrate an understanding of how the client business works – their current position, future aspirations and how our DA business can partner with them to make life easier.
• Maintain data via D365 to ensure timely communication to customers and where appropriate other departments regarding pending Regulatory, Professional, third party and DA business changes.
• Conduct fact finds, via D365 to obtain market data and identify service opportunities on prospective clients.
• Complete contract renewals in a timely manner to present an appropriate and tailored contract proposal.
• Record and monitor all activity & client engagement call via CRM (D365) to ensure a single version of the truth
• Provide an excellent DA client (existing & potential) experience and deliver on all DA business KPIs.
• Build knowledge of regional panels to understand the accounts business and size of the opportunity.
• Support and drive DA client attendance/adoption at DA events and workshops (virtual & face to face).
• Take personal responsibility for the delivery of your PDP akin to deliverables expected within this role.
• Undertake ad hoc projects and duties as and when required, to support the needs of the business or to achieve departmental objectives.
Critical behaviours required
Competency |
Level |
Communication |
A |
Technical |
A |
Managing & leading yourself & others |
B |
Developing yourself & others |
A |
Service excellence |
B |
Commercially focused |
A |
Embracing Change |
A |
Teamwork |
A |
Personal profile
Qualifications required
Desirable
• Certificate in Mortgage Advice and Practice (equivalent qualification).
• L3 Apprenticeship, compliance and risk qualification or alternative risk and compliance qualifications and / or experience.
• Relevant financial services qualifications such as:
- Diploma in financial planning (or equivalent).
Experience required
Essential
• Good standard of education to include English and Maths grade C or above GCSE level or equivalent NVQ Customer Service.
• Proven track record of achieving outstanding sales results ideally within Financial Services recruitment.
• Strong experience in account management and relationship development.
• Self-motivated and motivational, with high levels of energy and commitment to focus on achieving personal targets and maximising opportunities within the allocated geographical area.
Desirable
• People orientated.
• Team player.
• Telesales experience.
Our Expectations
Our Approach to Risk Management
- You will require an awareness of operational and regulatory risk, which may impact on SBG. You will be responsible for reporting to their line manager any risk which may impact on the business.
Three Lines of Defence Risk Management Model
- You will be required to deliver your role competently and comply with the relevant standards and procedures, ensuring that SBG deliver a service where suitable advice is given to the end consumer, which is adequately recorded and ultimately promotes good customer outcomes. This can either be through direct influence or in a support services capacity.
The Consumer Duty Principle
- You will be required to highlight to your line manager procedures and processes that may impact on SBG’s ability to deliver good outcomes for retail customers and/or may lead to foreseeable harm. Where possible and relevant to your department, put forward suggestions that could positively impact the outcomes achieved by retail customers.
Information Security
- You will need to be aware of all information security principles, policies and procedures and ensure these are followed on a day-to-day basis. You will be required to remain vigilant at all times and report any security concerns, suspicions and/or breaches in a timely manner.
SBG’s 6 Star Service Delivery
- You will need to demonstrate an understanding of what 6-star service delivery means in your role. This will be evidenced through your day-to-day behaviours and performance measured against your team’s 6-star service objectives.