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Sales Manager Financial Services (Home Based)

Birmingham, West Midlands

£75000 - £85000 per annum + OTE £100K + Employee Benefits


Our client, a leading independent financial advisor, is currently hiring for an Sales Manager Financial Services (Home Based), to lead a team of Advisers across a region. Be responsible for and take ownership of the revenue target for the team and provide Advisers with the support, direction, motivation coaching, mentoring and guidance to achieve revenue target.


  • Contribute to and own the sales strategy for division, meet and exceed targets
  • Develop the sales budget for the Advisers, present to NSMD
  • Understand the advice proposition and process
  • Monitor progress on individual revenue target, provide or arrange for any necessary training and coaching to ensure targets are achieved
  • Collaborate with the compliance department to ensure that all activities undertaken by the Advisers meet with compliance procedures and processes.
  • Provide meaningful MI and a written report to NSMD on a monthly basis for presentation to Executive Team
  • Review the client bank on a regular basis and ensure it is managed effectively, ensuring TCF
  • Encourage and assist Advisers in growing target client numbers, by understanding each Advisers motivators and training needs
  • Build a highly effective team of Advisers, maintain retention by building lasting, trusting relationships with the Advisers
  • Expand network of Advisers to build a bank of talented Advisers to assist with recruitment


  • Set clear business objectives, manage workflows, staff resources and deadlines to ensure organisational/departmental objectives are met
  • Set goals, objectives, develop and maximise potential
  • Achieve organisational, operational and personal objectives, whilst demonstrating the companies values and core competencies
  • Undertake regular, appropriate and timely CPD activity to demonstrate ongoing competence in relevant industry knowledge and skills
  • Take action quickly under pressure, can cope with change, inspire others to follow in the pursuit of the values and goals of the company
  • Work under own direction, initiate and generate activity
  • Multisite management experience
  • Used to working in a fast changing environment
  • Broad awareness of regulation with the financial services industry
  • Effective selfmanagement, proactive

This is a full time, permanent position working MondayFriday, 09:00am17:30pm. This position is Regional Based with travel as required to meet role requirements

Our client offers an excellent remuneration package and excellent career progression prospects.

Please apply online to be considered.

Posted 41 days ago

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