Overview

The Phoenix Group is a long-term savings and retirement business. We offer a range of products across our market-leading brands: Standard Life, SunLife, Phoenix Life and ReAssure. We are a FTSE 100 organisation tackling key issues such as transitioning our portfolio to net zero by 2050.

The role

To be successful in this role, you will be a proven high achiever who is well versed in exceeding targets on a regular basis. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and/or virtually) financial advisers across a specified region.

What we’re looking for

• Responsible for engaging with and regularly meeting advisers in order to build, maintain and develop relationships, both over the Telephone and Virtual Media.
• Accountable for achieving targeted business activity. This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales. Keeping client records up to date in line with this activity.
• To support and contribute to the production of regional business plans to target and engage with a panel of advisory firms to exceed national and business centre targets across all Pension and Investment products.
• To be able to analyse business plans and using panel and sales MI to drive actions.

Seniority level

• Entry level

Employment type

• Part-time

Job function

• Business Development and Sales

Location and flexibility

Location: Edinburgh, but flexible on location for experience. Hybrid.

Flexible working: All roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balance this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Closing date

Closing Date: 8th September

Salary and benefits

Salary and benefits: From £45k to £60k plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

Equal opportunity

We’re committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

Find out more

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us

We reserve the right to remove adverts earlier than the closing date.