"Investment Specialist (South West/South East)" job, jobs
networx4. September 2017
Vitality is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. Our CORE PURPOSE is to make people healthier and to enhance and protect their lives. From people to products and processes, we aspire to deliver on our purpose in everything we do. We are looking for talented individuals who are committed to living our values and delivering an award winning service to our customers. Overall Job Purpose To be the Subject Matter Expert on the VitalityInvest range of both Active and Passive funds. To educate and influence both the internal distribution teams and the external Advisers on the use of the Vitality Invest product range and funds. To provide specialist technical sales guidance and training to the various Vitality Invest Distribution channels Accountabilities Build and maintain relationships with internal stakeholders such as Business Consultants, national Account Managers, Franchise Directors and management Work with the Fund Managers in order to position VitalityInvests range of funds as well as their positioning to the rest of the market Work with the Business Consultants to develop relationships with the their Financial Advisers To increase sales of the Vitality Invest products through the designated channels with the aim to achieve the specified sales target Generate and implement sales strategies to grow the VitalityInvest brand and market share Support the training team as and when required Provide technical training and case support to the Business Consultants National account managers and Franchise directors for Investment sales To be the main point of contact for National Account managers for investment related opportunities Design, implement and manage a proactive approach to further develop Network relationships and to facilitate their expansion into the Investment arena Build and maintain relationships with the Network training and compliance teams in order to drive Investment sales Contribute to the development of the Investment product proposition Skills & Qualifications: Essential A levels or equivalent RO5 Financial Services exam RO2 (Level 4 qualified) Experience in dealing with Financial Advisers in the UK investment market Experience in developing investment sales in the UK market An understanding of portfolio construction and the fund market in general Desirable Experience in delivering new and innovative propositions/products in the investment arena Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day. Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved.
How to apply:
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