Sales & Operations Director

Our client is a rapidly growing financial advisory firm with
a national footprint of Insurance Advisors, Mortgage Advisors and Financial
Advisors. As part of their next stage of growth, they are looking to recruit a Sales
& Operations Director who will play a pivotal role in their growth

The business currently has 80 Advisors managed by 8 Area
Managers, with plans to double in size within next 12 – 24 months, plus
continued growth thereafter. As Sales & Operations Director you will be the
key conduit between their growing Advisor salesforce and the Directors of the
business, with your focus on growth in revenue, productivity, headcount and
referral partnerships plus overseeing T&C supervision support.

The salesforce consists of self-employed Advisors, as such
it is important you have prior exposure to self-employment to be able to have
empathy with the team, whether that is from firsthand experience as an Advisor
or through prior management. Alongside this, our client is looking for the
successful individual to bring an element of corporate structure as they expand
their business, it is important to have robust processes and policies in place.

Methods to measure your success in your role, includes: adviser
development and sales performance, business profitability, improved retention
and persistency, effective product provider engagement etc

Despite being a national business with rapid growth, they
have successfully maintained a fantastic team bond and supportive culture which
is paramount this is maintained. For example, the business holds quarterly team
events, including an annual conference and annual sports days. As National
Sales Manager, you will play a key role in leading sales management and
training initiatives.

Training and ongoing professional development is a key
pillar of the business, often with their team starting as Insurance Advisors
offering life assurance, IP, CIC, before progressing onto mortgage advice and
more recently investment and pensions, plus route into team leadership roles.
They have an excellent partner who delivers the training for them; however it
is important you regularly encourage and facilitate development.

Sales & Operations Director Requirements

• You
  must have leadership experience within financial advice profession
  (insurance, mortgages or wealth) and have led sizeable salesforces –
  individuals without FS experience will be unsuccessful
• You
  should have experience of both employed and self-employment and be able to
  manage Advisors from both
• You
  should be motivated by the chance to join a growth focused business
• You
  must be comfortable with travel, as expected within a National Sales
  Manager role
• Individuals
  holding relevant qualifications would be ideal such as DipFA, CeMAP and
  degree in business / finance etc

The Company

Established 4 years ago, this advisory firm is growing at an
excellent pace with no signs of slowing down. The business has a national
footprint with Advisors licensed across insurance, mortgages and wealth advice.
You will be joining at a key point in their journey as they continue to expand
their headcount, whereby you will be working closely with the Directors of the
business to deliver on these goals

Sales & Operations Director Benefits

• Salary
  of £60,000 – £80,000 plus bonuses based on various metrics
• Hybrid
  working with requirement to attend their City of London office, time
  travelling across the country plus some work from home
• Playing
  a key role in the growth of this business
• Supportive
  team culture

Locations

Commutable to City of London

Call
us now on 0208 0044 154 or click Apply

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