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Investment Sales Consultant

Salary Competitive
Type Permanent
Sector Sales & Marketing
Job Reference T6/CHR/26789
Contact Christopher Rolfe
Date posted 17-08-2017

One of the UK's largest investment management firms, who with their extensive experience in the market, lead in international asset advice, are currently hiring an Investment Sales Consultant to join their team in Essex.


- Communicating with IFAs over the phone and occasionally face to face.
- Working with Business Development managers on activities and attending regional events.
- Achieving set targets and KPIs through measuring telephone contact.
- Agreeing sales plans with team managers and monitoring and adjusting them.
- Keeping up to date knowledge of the firm’s and competitor’s products.
- Using Salesforce update and manage contacts.


- Experience and knowledge working in a similar role within asset management.
- An understanding of the IFA market and the products within.
- Extensive experience talking to contacts over the phone.
- Working experience developing and maintaining relationships.

For more information on this role or to discuss other opportunities in financial services please contact Christopher Rolfe on 0203 143 3385 or

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Contact Christopher about this job

Associate, Consultant