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Sales & Development Manager, Estate Planning

Zoek Pin Liverpool - This Area Only

£30000 - £50000/annum £30,000 basic plus bonus OTE £50k

Permanent (Full time)

Posted 6 days ago

Basic £30,000
OTE £50,000
Our client is a directly authorised national mortgage and equity release brokerage. As part of their drive to provide clients with all round quality advise they are seeking to appoint a sales development coach to work within their estate planning business.
The role will focus on the development of quality internal leads through listening to fact finds generated by mortgage and equity release advisers and identifying areas for improvement within the estate planning elements. From here you will provide support to the respective sales managers with a view to increasing both the quantity and quality of leads passed across to the estate planners.
To be considered you must have the following:
* A minimum of 2 years’ experience pf providing adv ice on estate planning.
* Demonstrable experience in delivering effective phone-based coaching within estate planning.
* Have effective communication skills and be able to empathise and work with advisors.
* Experience of working to Key Performance Indicators (KPIs) and interrupting data.
Ideally you will hold a recognised qualification within Will writing/Estate planning and have knowledge of the mortgage or equity release sectors.
If you believe you meet our client’s criteria and can demonstrate a successful track record please forward an up-to-date CV to us in the strictest of confidence.
Please note.
It is Knight Temple Recruitment’s policy, that we to respond to all applications within three working days. If your application is not taken forward by us your details will not be retained unless you specifically request us to do so.
Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its Clients

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