MA Broker Sales Manager

  • Negotiable
  • London, England, United Kingdom
  • Permanent, Full time
  • Old Mutual Wealth
  • 04 Jan 18 2018-01-04

The Broker Sales Manager is responsible for providing sales and client servicing support to the regional sales director in the required region. Additionally, the role will develop telephone based sales relationships with targeted accounts in a designated region promoting the full range of products available.

Key Responsibilities

  • Work across team to support sales and client service effort with personal responsibility for delivery & sales
  • Drive sales efficiency at local level
  • Provide a comprehensive support function to ensure Sales remain in front of clients
  • Responsibility for Territory CRM maintenance
  • Proactive sales focus to agreed intermediaries
  • Produces territory analysis and MI
  • Supports channel sales & marketing campaigns
  • Ability to initiate, maintain relationships and motivate clients "at distance"

Key Behavioural Skills


  • Act with integrity, due skill, care and diligence
  • Ensure customer outcomes are the focus of our business and we are respected by regulators

Stronger together:

  • Collaborate with peers across the Organisation
  • Share openly and be transparent
  • Adopt a responsible approach


  • Maintain our entrepreneurial culture
  • Strive for continuous improvement
  • Lead by example

Qualifications required:

  • Strong communication, numeracy and literacy skills normally associated with the level obtained by successfully completing a higher education qualification.
  • Desirable: Diploma in Financial Planning
  • Desirable: IMC qualification

Experience required:

  • Proven experience within either a Telephone Sales or Sales Support
  • Preferably 1-3 years' experience together with proven and
    consistent sales results
  • Skilled in MI & Sales analysis with the ability to manipulate data to efficiently target accounts
  • Able to demonstrate and effectively position fund proposition in the context of
    current market conditions. Working knowledge of investment basics and
    market dynamics
  • Working Knowledge of product sectors and distribution channels.
  • Has comprehensive understanding of relevant product sectors and distribution
  • CRM experience, ideally Salesforce