Investment Sales Executive
Quilter(1 month ago)
About this role
A Quilter Investors Sales Specialist responsible for promoting multi-asset and platform investment products to firms across the UK, primarily via telephone and Teams with occasional in-person events. The role is homebased with national coverage and sits within the Investment Director team, working closely with platform sales colleagues to grow product sales on Quilter and other platforms. The purpose is to drive sales and increase adviser engagement with Quilter Investors propositions.
Required Skills
- Platform Sales
- Multi Asset
- Telesales
- Relationship Management
- Account Management
- Investment Knowledge
- Regulatory Knowledge
- Excel
- PowerPoint
- Campaign Management
Qualifications
- IMC
- PFS Level 4
About Quilter
quilter.comAdvice, investments and wealth management aiming to create brighter financial futures for every generation.
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