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    Estate Planning Sales Manager

  • Job type: Permanent
  • Sector: Sales Manager
  • Location: Preston, Lancashire
  • Salary: Up to £37500 per annum
  • Date posted: 16/10/2020
  • Job reference: 47636_1602845174

Our client is one of the longest established and most highly regarded financial services companies in the UK, and now have a fantastic opening for an Estate Planning Sales Manager to manage its sales team based in Preston.

Are you a Sales Manager with Estate Planning experience? How would you like to be a part of a passionate and enthusiastic company culture that supports and motivates each other?

To be considered for this role you must have previous Estate Planning experience

The job purpose:

To lead and manage the Estate Planning Sales team

To manage day to day delivery and achievement of sales targets

To manage adviser's performance and activity

To train, coach and develop the team to maximise results, in line with, and to exceed company expectations

To produce appropriate MI and reports for internal and external stakeholders as required

To ensure compliance with the prescribed processes and with Society of Will Writers (SWW) Client Charter

Key Responsibilities:

Ensure advisers deliver an excellent and compliant telephone sales service to customers

Ensure advisers maximise all lead opportunities through upselling to achieve the highest possible value per sale

Monitor lead levels and resulting follow up and sales activity

Ensure performance KPIs and targets are met by team members to achieve strong company results

Ensure that the sales process is accurately and effectively delivered to the required and higher standard

Demonstrate a proactive approach to leadership and management

Conduct regular adviser appraisals (121s) reviewing performance and taking corrective action where required

Ensure regular and appropriate training and coaching, including CPD, are delivered to, and carried out by advisers to strive to the highest level of performance

Maintain the company's record keeping standards in line with compliance and operational requirements.

Liaise with external stakeholders where required (SWW, Office of the Public Guardian)

Produce MI and company reports as required

Essential Skills

An aptitude for telephone sales at a sophisticated level and experience within a call centre sales environment would be advantageous

Proven track record of achieving sales targets within an estate planning or legal services or financial services environment

Proven successful performance management experience alongside integrity in dealing with and understanding people

Change management experience

Excellent communication skills

Good negotiation and influencing skills

Ability to recognise and achieve key targets and the ability to performance manage and create a culture of ownership of each team member

Understand performance trends and have the ability to understand variance within team

Able to work both on your own initiative and as a team player

Enthusiastic with a passion to succeed within a growing company

Clayton Group is acting as an Employment Agency in relation to this vacancy.

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