Regional Sales Manager - North

About Us

At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About The Role

Responsible for promoting Wealthtime’s products and services to Financial Advisers to driving new business sales and achieve sales targets in the North region.

The key point of contact with the adviser firm, organising visits, presenting, answering queries, and negotiating financials.

Key Responsibilities

• Pursue and secure high-quality adviser opportunities
• Lead pitch process and negotiate commercial terms within agreed pricing boundaries
• Oversee sales and onboarding process, input to platform onboarding experience
• Develop in-depth understanding of client business models
• Produce region and account level business plans
• Work in collaboration with Business Development Managers and Key Account Managers
• Achieve new business targets
• Listening to adviser requirements, presenting, and influencing appropriately to make a sale
• Negotiate the terms of an agreement and closing sales
• Challenge any objections with a view to getting the Adviser to buy
• Maintain and develop relationships with existing Advisers in person and via telephone calls and emails.
• Gather market and customer information.
• Advise on forthcoming product developments.
• Review own sales performance against goals agreed with Line Manager.
• Gain a clear understanding of Advisers' businesses and requirements.
• Attend team meetings and sharing best practice with colleagues.
• Work with the Operational Teams to ensure ongoing support is provided to Advisers.
• Liaise with the Marketing Team to produce timely and accurate sales information; ensuring material is fully compliant.
• Responsible for production of MI Reports as appropriate, for review with Head of Sales.
• Maintenance of the company CRM system.
• To constantly maintain the principles of Consumer Duty and Treating Customers Fairly (‘TCF’) in all transactions and interactions with customers.
• Constantly challenge existing practices and processes and suggest improvements.
• Achieve and actively maintain skills and knowledge to adhere to Training and Competency standards.
• Ensure that the risk management process is promoted, supported, and implemented effectively in accountable business area. Liaise with the Risk Team to identify and manage risk effectively. Disseminate relevant information to the Risk Team and other business areas ensuring any actions are completed to agreed timescales.
• Identify potential or significant relationship issues and provide the correct level of support, ensuring that remedial action plans are put in place to resolve.
• Raise and own escalations to satisfactory completion, report on any trends and identify training, system, or process gaps.
• Actively support and participate across the Sales team to achieve team objectives.
• Build and maintain internal networks and relationships across the company
  
  

About You

Specialist Skills, Qualifications And Experience

You’re passionate about building relationships and winning new business and you have a successfully track record in seeking out and developing new opportunities with adviser firms. You have a comprehensive understanding of the platform sector and are able to demonstrate an extensive awareness of the products and services offered by Wealthtime.

Essential

• Experience in B2B sales in the wrap platform market.
• Good product knowledge, including market & competitor knowledge.
• Proven track record in seeking out and developing new business opportunities.
• Technologically savvy with a range of information technology experience such as Salesforce, webinars.
• A passion for delivering excellent customer service
  
  

Desirable

• Level 4 diploma for financial advisers
  
  

Core Competencies

• Relationship Management – the ability to identify and build strong effective relationships both internally and externally.
• Teamwork – The ability to work co-operatively with others, to be a member of a team and work towards the purpose of a common goal. Comfortable working with other departments, bringing together people from different areas of the business.
• Decision Making – The ability to make balanced and sound decisions by understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; evaluating the probable consequences of alternative solutions and selecting the most promising alternative.
• Networking – Identifying opportunities and taking action to build relationships between own area and other areas, teams, department, units, or organisations to help achieve business goals.
• Client Service – Taking responsibility for client satisfaction and loyalty by effectively meeting specific client needs and developing and maintaining productive client relationships.
• Communication – The ability to effectively communicate at all levels, both written and verbally, with all internal/external customers.
• Challenge - Ability to challenge existing practices, suggesting solutions, improvements, and new initiatives.
  
  

Rewards & Benefits:

Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.

Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth: We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security: Prepare for your future with our Group contributory pension scheme.

Travel with Ease: We offer interest-free season ticket loans to help with travel costs.

Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.