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To deliver a comprehensive financial planning service to Norwich Union (NU) Life customers via the Building Society.
To ensure that the service/product sold is appropriate to the client’s needs.
Your purpose is to be responsible for the NU sales environment in the branch to enable all sales opportunities to be maximised.
To deliver on a range of business key peformance indicators (KPIs) and run rates to meet APE business targets.
To achieve best practice in compliance and sales skills against agreed benchmarks.
To maintain a positive working relationship within the branch environment and the staff of the building society you are attached to.
Key Responsibilities
To achieve targets through quality production, business mix and business growth.
To take ownership and action to achieve your personal business plan as agreed with your Regional Sales Manager.
To ensure excellent customer service is maintained and developed via the Partnerships Sales Process.
Adhere to procedures to meet both the FSA and Company compliance requirements.
To carry out comprehensive full fact finds to enable them to make appropriate recommendations to customers and sell across the full range of NU products based on all needs identified and in line with authorisation (i.e. Equity Release/Long Term care).
To demonstrate a positive attitude with all staff in the branch by creating a motivational & supportive environment.
Self generation of appointments to hit Partner & NU business targets including annual reviews, referrals & self generation.
To build and maintain relationships with Building Society peers and line management in order to enhance lead generation activity and hit appointment targets.
To maintain a balance between the priorities and objectives of Norwich Union and those of the Building Society e.g. reciprocal business.
Qualifications & Skills
FPC 1, 2 & 3 is an essential, as is CEMAP or equivalent.
AFPC is desirable.
Understand the dynamics of the Business Key Performance Indicators to enable business targets to be met.
Detailed technical knowledge with which to provide a financial planning service.
Knowledge of sales methods employed and distribution channels.
Knowledge of products and their usage in the market place.
Communication skills enabling ‘ selling’ and covering concepts and ideas to team members and managers.
Ability to think through the consequences of actions taken both internally and operationally.
Understanding of Building Society’ s culture, objectives and priorities.
Ability to demonstrate positive attitude and behaviour and a flexibility to take on board feedback to develop new skills.
Creative thinking ability.
Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
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